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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (9679)	7/27/1998 11:35:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 74651

>"15 new leading enterprise software development tools companies have agreed to offer price parity across Sun's SolarisTM operating environment and the Microsoft Windows NT software development platforms" This could be the beginning of the end of the Unix versions of these software packages. Suddenly the margins for the Unix versions = the margins for the NT versions. That indicates that the demand for Unix versions is/has decreased, so prices much be lowered. It also means that the R&D spent for Unix versions is suddenly not so profitable, especially as volumes decrease. Already we have seen several major applications announce that new versions will be NT-ready first and Unix-ready second (ESRI, for example).