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

To: rudedog who wrote (10766)	9/12/1998 2:24:00 PM
From: Daniel Schuh	Read Replies (2) \| Respond to of 74651

rudedog, I understand your point there. Compaq seems to be the only PC company besides IBM to have much engineering depth and breadth. But, the "enterprise" market and the "desktop" market aren't the same thing. Without Windows 95, Compaq would be, uh, a bit handicapped? But again, Just for general information, could you give us some idea of desktop revenues vs. server/unix/other stuff for Compaq? Your figures for Novell and SCO vs. NT are interesting, not exactly what I'd expected to hear, and not particularly congruent with general sentiment in these quarters. As for the "Microsoft Enlisting Help" article, which I of course rudely excerpted in 10694 (maybe I should emulate your handle), I'm not quite sure what to make of it. This stuff's not going into NT5, and NT5 already has slipped so far that it has a bit of a credibility problem, near term. That article, news.com , is quite a contrast to the "inevitable triumph of NT5" line that all the friends of Bill have been telling me about, early and often, for the last couple years. Microsoft admitting any shortcomings is some kind of watershed event, what does it mean in the larger picture? On the other OEM stuff, I guess I'm behind the times. So Microsoft's annexation of the startup screen "intellectual property rights" didn't go as planned? Good for the OEMs, I seem to have missed that news. Of course, cause and effect is a little confused there, I'm not quite sure when CPQ got into it. The only news I recall about it was GTW breaking ranks, this spring, and that was attributed to antitrust cover. Of course, having bought one OEM machine before starting to build things from parts, I don't anticipate going the OEM route again, unless it actually works out cheaper that way. (That OEM machine, a Micron, came with a very pristine Microsoft desktop, by the way. And no Navigator. Nov. '96, when most of the things that became antitrust issues were happening). Near as I can tell, PC's from parts are still the best deal, for now. Plus you can buy Intel's excellent $150 Celeron 300a and crank it up to 450, run it just as fast as a $700 PII. OEMs can't do that. Cheers, Dan. P.S. Different topic, is Ingram Micro a good company? I'm intrigued by this "channel assembly" thing, Ingram seems to be a power behind the scenes. "Good" in the local sense, well run, better than its competitors, worth investing in?

To: rudedog who wrote (10766)	9/12/1998 4:17:00 PM
From: jim gasparich	Read Replies (1) \| Respond to of 74651

Dear rudedog, Nice job investigating what really happened at DEC regarding I.E. Some times there may really be straightforward reasons for why things happen the way they do other than MSFT being on a search and destroy mission like the anti-MSFT crowd always assumes. I noted that the other response to your posts could not even acknowledge this-sometimes the truth doesn't fit one's preconceived notions. The trial will hopefully reveal what really happened and MSFT will either be punished or acquitted and all this speculation can stop and we can go back to making investment decision based on marketplace facts instead of lively fiction. JIM