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

To: Alan Buckley who wrote (10731)	9/11/1998 2:37:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 74651

Oh I was only referring to the strength and innovation of Dell as a hardware vendor vs. the unix boxmakers (specifically Sun). If Sun was manufacturing like Dell, then the landscape would be different for NT and Sql server. The unix boxmakers wont be able to compete when the commoditization of the midrange servers happens, that is my thinking anyway. I come from a mfg automation background so Im speaking to that only - I know the unix people see inherent flaws in NT etc. Michelle

To: Alan Buckley who wrote (10731)	9/11/1998 2:54:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 74651

BTW, in an earlier post you say "luck is really on msft's side when it comes to alliances." I'm curious why you say it's luck. Seems to me MSFTs business style is very methodical. I'll agree with you there, Alan. Microsoft's style is nothing if not methodical. Microsoft must be free to "innovate", and also must be free to tell its "partners" what to do with their , um , innovations. The "free market" has a bit of trouble making the right "choice", when the choices get nipped in the bud before they come to market. But, of course, Bill's fishing expedition will show that everybody tells Andy Grove what he can and can't do. Andy's just a wimpy guy, you know. And what turns up there will be held in strictest confidence, I'm sure. Like, it was so important that Bill's deposition not be public, it would reveal the vital trade secret that he can't remember a thing. Ironic? Sarcastic? You be the judge. Cheers, Dan.