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


To: XiaoYao who wrote (10821)9/17/1998 4:22:00 PM
From: dj8000  Respond to of 74651
 
hi:
Read some current discussion about MSFT and no one say what's the ROI of MSFT if we buy this stock. I thought people here want to make money buy stock:)

Any way, I am using MSFT products all the time and it's a good company. And there are people can't care less about what stock they are buying as long as they make money. ROI is all I care. If any one can tell me the ROI of MSFT and it's high, I will be all over it.

DJ



To: XiaoYao who wrote (10821)9/17/1998 5:44:00 PM
From: Daniel Schuh  Read Replies (1) | Respond to of 74651
 
Good job with the PR Newswire, Xiao Yao. The kind of news LindyBill wants to hear. I'm sure he also appreciates the various "leave Bill alone" op-ed pieces. I apologize for referring to PR Newswire as PRwire in my post to the lindmeister, my mistake.

Cheers, Dan.

P.S. If you want to reply to your own message, you have to wait till the edit window expires. You can always go back and reply to an older message. Then people can make fun of you for posting to yourself. Or maybe that one only applies to Microsoft haters.



To: XiaoYao who wrote (10821)9/21/1998 2:22:00 PM
From: XiaoYao  Respond to of 74651
 
Visual Basic almost a 'vision'
Howard Millman
ÿ
09/21/98
ComputerWorld
Page 57
(Copyright 1998 by Computerworld, Inc. All rights reserved.)
ÿ

Visual Basic almost a 'vision'By Howard Millman

developers focused on building Internet, intranet and distributed applications will like what they find in Microsoft Corp.'s Visual Basic 6.0.

Because most of Version 6.0's enhancements emphasize World Wide Web-related and database connectivity, developers of traditional client/server applications with modest or no database connectivity needs may find that this upgrade offers them little value.

The latest release of Visual Basic features new ActiveX Data Objects technology and improvements in integration between the OLE DB database interface and Microsoft's Component Object Model. Unfortunately, Microsoft still forces developers to buy add-ins if they want the platform and data-source independence of Common Object Request Broker Architecture (CORBA) component technology.

Working with a late beta of the Enterprise version, I built a couple of trial applications, including a more complex one that linked to an Oracle Corp. database, in less than an hour. (The final version is now shipping, but I was unable to test it by press time.) The Enterprise Edition differs from the Professional Edition by including team development, distributed computing features and Visual Component Manager, an integrated component repository.

Microsoft, continuing its embrace of all things Internet, includes two new tools to aid in building Web-based applications using the Internet Information Server (IIS) and dynamic Hypertext Markup Language (HTML) technologies. Those new features give developers increased control of performance and scalability. Version 6.0 requires Windows 95, 98 or NT 4.0 with Service Pack 3 or later.

For example, IIS applications do most of their processing on the server. As a result, IIS projects should work with any browser. By separating out the presentation layer, developers can better control business logic, enhance runtime performance and, possibly, reduce coding time. Finally, IIS projects produce Web-class objects, which resist reverse engineering and code modification.

Dynamic HTML applications execute most of their code on the client system, which provides more opportunity for rich presentations, including multimedia elements. One caution: Dynamic HTML's custom tags are supported only by Microsoft's own Internet Explorer, so that project type is best used on intranets where you have full control of the client's browser.

DATABASE ACCESS

Version 6.0 includes ActiveX Data Objects, a more mature version of the Remote Data Objects introduced in Version 5.0. The ActiveX Data Objects accelerate connections to structured and unstructured database records and even nonrelational sources. For example, you can access Oracle7 and Oracle8 databases running on NT, Unix and MVS, overcoming one of Version 5.0's limitations.

Version 6.0 Enterprise also includes OLE DB drivers for Microsoft's SQL Server 6.5 and later, Oracle7.3 and later, Microsoft Access, Open Database Connectivity data sources and Microsoft's SNA Server. But keep in mind that OLE DB drivers generally run slower than native drivers. Development groups that want a wider range of connectivity options should consider Microsoft's Visual Studio, a collection of traditional client/server, Web-oriented and Java development and deployment tools. It includes Visual Basic 6.0.

Microsoft made only minor changes under the hood. Compiled applications require Version 6.0's runtime library and appear to execute faster, thanks to a new optimize-at-runtime feature. But the largest gain in efficiency and convenience accrues to developers of Web-based projects. For them, this upgrade makes good sense.P

Millman operates Data System Service Group LLC, a consultancy in Croton, N.Y. His E-mail address is hmillman@ibm.net.



To: XiaoYao who wrote (10821)9/21/1998 2:26:00 PM
From: XiaoYao  Respond to of 74651
 
Microsoft, Intel Announce Chrysler's Plans to Use Intel Architecture and Windows NT Workstation
ÿ
09/21/98
PR Newswire
(Copyright (c) 1998, PR Newswire)
ÿ

Workstations Based on Pentium II Xeon Processors and Windows NT to Be Incorporated Initially Within New Product Design, Manufacturing Processes

REDMOND, Wash., Sept. 21 /PRNewswire/ -- Microsoft Corp. (Nasdaq: MSFT) and Intel Corp. today announced plans by Chrysler Corp. to begin adoption of the Intel Architecture and Microsoft(R) Windows NT(R) Workstation operating system. Chrysler is preparing for an initial rollout in early 1999 of Intel Pentium(R) II Xeon(TM) and Windows NT-based workstations running CATIA, a two- and three-dimensional computer aided design software application for engineers involved in new product design and manufacturing processes.

The recent availability of CATIA running on Intel Architecture and Windows NT-based workstations is a key factor in Chrysler's decision to move critical applications over from UNIX systems. The company is currently testing for CATIA engineering and design applications on workstations based on Pentium II Xeon processors and Windows NT, and has been impressed with results. Using Intel Architecture and Windows NT-based workstations, Chrysler will be able to reduce support and training costs by moving from two systems on the desktops of engineers and designers to a single engineering workstation that can run both PC and workstation applications.

"Our principal goal in moving to Intel Architecture and Windows NT Workstation is to have a unifying infrastructure that allows Chrysler to react more quickly to our customers, suppliers and the market," said Norman Powell, manager of technical services, technical computer center at Chrysler. "We expect the new workstations to help us reduce operational costs and time to market, while increasing design and engineering innovation."

"Chrysler's decision to use Pentium II Xeon-based workstations is the latest example of our successful efforts to drive the Intel Architecture into areas that need the highest workstation performance," said Andre Wolper, director of industry marketing, workstation product division, Intel. "With development efforts for industry-leading software applications focused increasingly on Intel-based workstations running Windows NT, the shift from proprietary workstations is very compelling for customers."

"Deploying Windows NT-based workstations will not only deliver added functionality to Chrysler engineers in specific areas of development and user flexibility, but will also increase their ability to run a variety of engineering analysis and business productivity applications from a single desktop," said Bruce Irish, group marketing manager for engineering and manufacturing at Microsoft. "The simplicity and innovation of the Windows NT platform combined with the power of Intel Architecture will lower the total cost of ownership and enhance productivity for Chrysler while satisfying its demanding engineering workstation requirements."

Intel, the world's largest chip maker, is also a leading manufacturer of personal computer, networking and communications products. Additional information is available at intel.com.

Founded in 1975, Microsoft (Nasdaq "MSFT") is the worldwide leader in software for personal computers. The company offers a wide range of products and services for business and personal use, each designed with the mission of making it easier and more enjoyable for people to take advantage of the full power of personal computing every day.

Microsoft and Windows NT are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries.

Other product and company names herein may be trademarks of their respective owners.

Pentium is a registered trademark and Xeon is a trademark of Intel Corp.

/NOTE TO EDITORS: If you are interested in viewing additional information on Microsoft, please visit the Microsoft Web page at microsoft.com on Microsoft's corporate information pages./

/CONTACT: Press only: Angie Fowler, Insync Communications for Microsoft, 503-497-5460, angief@insync-pr.com; or Jane Rauckhorst of Intel, 408-765-7026, jane.rauckhorst@intel.com/ 09:01 EDT



To: XiaoYao who wrote (10821)9/21/1998 2:31:00 PM
From: XiaoYao  Respond to of 74651
 
GATES' NEW NO. 2 EXEC SHARPENS STRATEGIC FOCUS AS MICROSOFT ATTEMPTS TO STAY NO. 1
James Coates, Tribune Computer Writer.
ÿ
09/20/98
Chicago Tribune
CHICAGOLAND FINAL; C
Page 1
(Copyright 1998)
ÿ

Microsoft Corp.'s newly named second-in-command, Steve Ballmer, marked one of his company's biggest business milestones ever last week with a candid prediction that even Bill Gates' vastly successful company ultimately will stumble in the face of chaos in world markets.

But it's not happening yet, emphasized America's second most powerful software executive. As economies falter on the Pacific Rim, the steppes of Russia and in Latin America, Microsoft continues to sell its programs and operating systems at record rates.

The milestone Ballmer was celebrating came Monday when Microsoft stock ticked upward and General Electric Co. stock slipped. For the first time in its history, Microsoft was the most valuable company in America, with a market capitalization of $261 billion to GE's $257 billion.

During a visit to Chicago to donate $1 million worth of Microsoft software to the National Easter Seals Society, Ballmer, who has been with Microsoft almost from the start, described how he has taken over the day-to-day running of Microsoft while Gates directs a new crusade to make computers simpler and Microsoft even richer.

In a wide-ranging discussion, Ballmer outlined Microsoft's new business plans, its evolving courtroom strategy in the antitrust fight with federal prosecutors in Washington and insight into how Microsoft will be run by a duopoly of self-made billionaires. (With 60 million shares of Microsoft stock, Ballmer's personal fortune hovers around $6 billion, compared with Gates' $29 billion).

In brief:

- The new business plans focus on hopes for a convergence of computers with other entertainment and information media into what Ballmer dubbed "the Web lifestyle."

- The company is a bit relieved that media focus has shifted from Microsoft's battle with Washington to President Clinton's woes and the economic crises around the world, but Microsoft still considers the stakes huge in its antitrust fight with the beleaguered administration.

- Despite all the good news and despite all the hard work, Microsoft knows there will come a time when it misses a needed move and starts recording virtually unheard of drops in revenue and profits.

Noting that Microsoft, too, has been battered by the stock market slide, Ballmer pointed out that compared with many other players in the brutal global marketplace, Gates' fabulously successful company has taken lesser hits.

"We are going to have some missteps. But right now our business remains very good," Ballmer said.

"The way I measure our business is to look at how are we doing relative to what's going on in the industry in general. The economy in Japan is bad and that hurts our business, but we are doing well relative to a bad situation."

He added: "I can't predict when the Japanese economy is going to turn around. All we can do is try to execute well for customers in Japan, in Southeast Asia and Russia and some of these places where things are troubled.

"We might execute well and still see bad results just because of the economic difficulties that exist in some places in the world. But there will be a time when we don't execute as well. There will be something that we don't execute well enough, and that will hurt us."

Currently, Ballmer said, Microsoft's digital duopoly considers the whole area of Internet convergence the place where it is in greatest peril of not "executing well." And that is where Gates sees his new role since naming Ballmer to the office of president and co-leader on July 21.

Since the change at the top, a lot of public attention has been diverted from Gates and his once front-burner fight with Washington over allegations that Microsoft runs roughshod over competitors in ways that violate antitrust statutes.

"People ebb and flow as to how much attention we get and how much discussion there is on the topic," said Ballmer with a smile.

But, he added, "This is a legal issue, and it will be decided in the courts and in the law and not in the court of public opinion."

"There is another set of things that are settled in the court of public opinion," he said. "If people are upset with us, they don't buy our products. Right now they may be upset with us, but they are buying our products. They don't seem to think these legal matters should influence their purchasing habits."

If anything, public acceptance is even more crucial to Microsoft's future schemes and dreams than it was to those of the past.

Once comfortable in the role of ultimate propellerhead, Gates now crusades to simplify computers so they will become as easy to use as toasters and other appliances, said Ballmer.

"We think our products and the PC in general have gotten too complicated, and Bill's job is to focus on what we need to do to engineer out the complexities but not the capabilities. He's out to make the computer do the work so people don't have to be so smart about computers."

At stake, Ballmer noted, is Microsoft's only real shot at the sort of multibillion-dollar growth spurt that has come in the past with its Windows operating system and its software application products like Microsoft Word and Microsoft Excel.

With its mature base of products now dominating the world's personal computer marketplace, the prospects for booming growth are limited and the company needs a new game plan.

Microsoft sees its best prospects in moving into the general information and entertainment media space with the product line it has prospered selling up to now.

"People always want to look for a new product, (but) we don't anticipate having to add hundreds of new products. We've got the cornerstones: Windows . . . Office . . . Back Office . . . ."

The Windows operating system is capable of running in a variety of devices as diverse as TV remote control clickers, screens on microwave ovens, cellular phones and electronic wallets that replace cash transactions.

"When we talk about this mix of our products on the business side, we call it the digital nervous system, and when we talk about the consumer side it's the Web lifestyle," said Ballmer.

It is Microsoft's vision, Ballmer said, that all of these devices will be based on software from Microsoft and that executing the Web lifestyle will extend the winning hand that has carried the company from its founding in an Albuquerque hotel room in 1975 to its status as the biggest company in America less than 2 1/2 decades later.

PHOTO; Caption: PHOTO (color): Microsoft President Steve Ballmer is leading an effort to make the company a bigger part of Americans' lives. Part of the new effort is to merge computers with other entertainment and information media. Tribune photo by Bill Hogan.



To: XiaoYao who wrote (10821)9/21/1998 2:37:00 PM
From: XiaoYao  Read Replies (3) | Respond to of 74651
 
Microsoft weighs split NT 5.0 release -- Workstation Could Possibly Ship Before Server
Stuart Glascock & Barbara Darrow
ÿ
09/21/98
Computer Reseller News
Page 1
Copyright 1998 CMP Publications Inc.
ÿ

Redmond, Wash. -- Microsoft Corp., like the industry at large, is divided over whether to split the launch of Windows NT 5.0 Workstation from the rollout of Windows NT 5.0 Server.

Sources close to the company said Microsoft marketers are pushing for a fall release of the workstation so they will have new software to sell, while NT technologists vehemently oppose the idea.

The business desktop operating system is much closer to completion than the server, which promises dramatic new functionality that is taking awhile to perfect, said hardware OEMs.

Microsoft, however, said it does not plan to split the product launch. The company said it is not considering separating the launch of the workstation and server products. But behind the scenes, Microsoft representatives have floated the idea to hardware OEMs, according to analysts and OEM sources.

A 1998 launch of NT 5.0 Workstation would give Microsoft something to crow about at Comdex and give workstation manufacturers a shot in the arm, analysts said.

The operating system is way behind schedule. Last November, CRN reported the slippage of NT 5.0 to late 1998 and the impact that could have on the industry (CRN, Nov. 24, 1997). Microsoft months ago stopped offering clues about dates. The typical response to queries on ship dates is: "It depends on feedback from beta testers." Microsoft President Steve Ballmer told conference attendees earlier this month to expect "NT 5.0 availability in eight to 12 months."

"Microsoft is torn on the issue of splitting the NT 5.0 launch," said Steve Kleynhans, vice president of workgroup strategies for The Meta Group, Stamford, Conn. "The marketing guys would love to have something to sell this fall and winter, but [Senior Vice President of the Business and Personal Systems Group Jim] Allchin is adamant about this not happening."

So while internal marketing forces continue to push for a phased release, senior operating-system executives hold back, said sources briefed by the company.

"Technically, it's [possible to split the launch] but logistically painful," Kleynhans said. "The two [Workstation and Server] are exactly the same OS. The bytes are identical. The only difference is packaging."

Should Microsoft ship Workstation and not Server, the perception would be that there was something wrong not only with the server portion but with the workstation part as well, he said.

Kleynhans and other analysts said they expect a tandem shipment of Workstation and Server "barring disaster or miracle" in August 1999.

Timing is critical for enterprise accounts. "If it doesn't make it out by the first quarter, our corporate customers will wait it out. They don't want to touch any aspect of their infrastructure" that close to the turn of the century, said Mark Tebbe, president and chief executive of Lante Corp., Chicago.

Microsoft will not split the release, Tebbe said, noting that while the core code is identical, the real value-add is in Active Directory and Intellimirror-features that cannot be implemented until the server software is complete.

It is increasingly hard to forecast what Microsoft will do, said Fred Oh, director of product marketing at Acer America Inc., San Jose, Calif. "The indications are the desktop is going to be ready way ahead of the server version, and that could be part of the interval struggle that's going on," he said. "Their party line is it will ship when the quality is in."

Since NT 4.0 is seen as stable, Microsoft may be pulling back on the NT 5.0 push. "They have a lot riding on this as far as what they have stated publicly and technology-wise, so we can understand their nervousness and anxiety behind making sure everything is right with the release," Oh said.

Still, Microsoft is winning some converts with promises of things to come in Windows NT 5.0.

"What we crave are the directory services, and we simply can't get there as fast as we would like," said Larry Quinlan, technology director for Deloitte Consulting, Marietta, Ga., which already is a Windows NT Server shop.

Textbook publishing giant Harcourt Brace of Boston is switching from Novell Inc.'s NetWare to Windows NT 5.0 and is making the interim step of going to Windows NT 4.0., said George Nelson, senior vice president of technology for Harcourt Brace. He characterized NT delays as a short-term frustration and not a reason to change direction.

In timing the release, Microsoft also has to confront the year 2000 problem and corporations' grave concerns about it.

"Who knows what kind of problems we may have in the year 2000?" said Quinlan. "Companies might not have time for NT 5.0."

"It's too late, even if it is released today," said an IS manager at Firmenich Inc., Geneva, Switzerland.

Despite rumblings from anxious OEMs, chief information officers and VARs-for now at least-the word from NT 5.0 technical gurus such as Tanya van Dam, Microsoft group product manager for NT Server, is stay the course and let the beta cycles run. "We're locked and loaded," she said, denying that Workstation would ship before Server, even if some hardware makers like the idea.

JOE WILCOX contributed to this story.

September 21, 1998