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

To: Larry Sullivan who wrote (10989)	9/24/1998 10:32:00 PM
From: rudedog	Read Replies (1) \| Respond to of 74651

Larry - I think that Linux could have a real play on low end machines if MS does not come up with something radical both in cost and performance. There are a lot of reasons - Linux runs great in a small memory footprint, it boots fast, it has a pretty good user interface. Not to mention the low price. Remember when OEMs paid <$5 for DOS? It let them do all kinds of stuff to add value on their own. Linux gives them the same flexibility. If the low end guys put a little work into getting to an 'all in one' kind of setup for included software which meets the general needs of 80% of the market (and that is easy to do even today), most 1st time users and many experienced users would never need anything else. The OEMs could easily put together a support umbrella that would be at least as good as what is available for Windows, especially if they keep the supported configurations clean. This is as close to the early days of the PC business as I have seen, in terms of market opportunity. MS has got to be thinking hard about this.