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

To: Lizzie Tudor who wrote (10733)	9/11/1998 4:57:00 PM
From: Alan Buckley	Read Replies (2) \| Respond to of 74651

[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] That's my thinking as well. The SUNW hardware is not open which slows the pace of manufacturing improvements to whatever SUNW achieves on it's own. It's ironic that MSFT is being harassed for monopolistic behavior when a primary advantage they have over the competition is that their systems run on open, cheap hardware while their competitors do not.

To: Lizzie Tudor who wrote (10733)	9/11/1998 11:01:00 PM
From: paul	Read Replies (1) \| Respond to of 74651

sheesh michelle - comparing Sun vs. Dell is a pretty tough comparison. Why not compare Dell vs. Compaq - i think any point about manufacturing effincies that Dell has would be understood just as clearly. Sun is a very efficient manufacturer but its business model is different from Dells - Sun doesnt make there own microprocessors (farmed out to TI, etc.), and is using off the shelf pc components in their workstations - they have brought their price points down to PC levels. As far as Dell's success being tied to NT and sql*server they can just as easily be a vehicle for unix or linux (witness todays press release) as an OS of choice. i think a Dell with a 64 bit merced processor would perform better with a 64 bit OS like Solaris for running any kind of enterprise application. NT wont be 64 bit for years. Intel clearly believes this as well - witness Sun sharing the stage with them at the recent Xeon launch.