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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock -- Ignore unavailable to you. Want to Upgrade?

To: softcash who wrote (545)	8/9/1998 2:41:00 PM
From: softcash	Read Replies (1) \| Respond to of 2477

Microsoft a middleware leader?: It's going to be long time! Reference to article: techweb.com Near the end of the article: "All of which bodes well for Unix. "The message that Unix is dying is premature," said Bretzmann. "We still have the Unix marketplace being the largest server environment into 2002, with twice the revenue of Windows NT," he said. The high-growth application areas of decision support and ERP applications are happening on high-end Unix servers." I believe that before MSFT can become a dominate player in the middleware business, NT must make larger gains on UNIX. UNIX is much more scalable and reliable than NT. MUCH MORE!!! It will be quite awhile for NT to catch up to UNIX and mainframes! This bodes well for BEAS since most of their business deals with mainframes and UNIX. In the meantime, BEAS is still making its product offerings robust, scalable, and enhanced. They are collecting pieces that fit well together. They are enlisting the talents of many top-notch consultants and beefing up their service enterprise. MSFT is not making inroads in most of these areas. areas. Not to mention the UNIX world will be in the 64-bit realm very soon. Look how long it too Microsoft Windows software to get to 32 bit after the first Intel 32 bit processor was released - a very long time, years in fact!! I suspect that Microsoft will not allow many years to lapse by after Intel's 64 bit chip. But I am sure it will take about 2 years minimum. Look how long Microsoft took to get a Windows update out for Windows 95. It took them 3 years! This is a very long time considering there really isn't too much more to Windows 98. FAT 16 and FAT32 is about the most major thing. Windows 98 is NOTHING to be proud of. In fact I wish I didn't install it on my PC. Windows 98 is very flaky. I was almost all the way through installation when Windows 98 developed a severe memory lapse - it lost the CDROM driver! I had to perform a work around by copying files from the CD to my hardrive. Even after I installed it I have problems from time to time on boot-up. It seems to loose track of drivers. Microsoft likes to put product out but many times their products are not so good, not so well tested! Microsoft's weaknesses are UNIX's strengths. If Microsoft had this many problems with Windows 98, I suspect it might be a very long time before they have a 64 bit OS!!! Maybe more than 2 years. BEAS will have 64bit software long before Microsoft will even have a 64 bit OS. Now of coarse, Microsoft once it realizes that the Middleware market isn't so easy, may decide to use some of its monetary clout and buy 2 or 3 middleware companies. In summary, I can't help to compare Microsoft's Windows 98/NT to some recent world history. Hitler and Communist Russia want to have one nation. They wanted to rule the world. Look at what happened to them! They lost miserably. I am sure not too many people would disagree with me that Bill Gates would like to see his Windows 98/NT OS be the OS for not just PCs, but for all computers big and small. He would like to see Microsoft OS run in a Palm Pilot type box all the way up to the big boxes, the mainframes. It's just not going to happen very quickly. There are a couple things preventing Microsoft world domination: Microsoft, the Government, and UNIX. Microsoft prevents it because they make software riddled with mistakes and they are slow to market. The government doesn't like countries or companies that get abit out of control and portray monopolistic tendencies. I think that Bill Gates will soon need to build an office at the White House campus. He will be visiting White House officials for a long time to come. The government lost face several times and the government isn't going to stop until it can draw alittle blood. Finally, UNIX is robust, scalable, and reliable.