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

To: ToySoldier who wrote (11244)	10/12/1998 6:25:00 PM
From: cheryl williamson	Respond to of 74651

ToySoldier, NT and Unix platforms are competing in the application server arena. Scaled down to compete with NetWare does not make much sense. I don't think I made myself clear. NT4 now competes with Netware in the intranet/workgroup market. NT5 isn't going to change that equation. Since Novell's beginning, they have ALWAYS had better intranet/server technology than MSFT. MSFT thought that it was most important to have nice looking screens when Novell was perfecting its elevator-seeking algorithms to improve read/write performance on its disks. So please dont compare NT to NetWare when you talk about scalability. There is no comparison. agreed. At least AIX and RS/6000 have an upward migration path into the very large enterprise systems like OS/390. SUNW E-10000's are already there w/64 SMP's. IA-64 Solaris is imminent whether it's on SUNW hardware OR Intel hardware. SUNW & IBM are going to sew up the enterprise market in the next 3-5 years. The only marketshare NT has succeeded in taking, thus far, is in the low-end workstation market and to a limited extent, the intranet server market. There is NO WAY it is going to displace Unix in the mid-level & enterprise server market or the mid-to-high-end desktop market anytime soon. MSFT is now getting lots of competition in the workgroup (ie office) market from low-end Unix on PC's, Solaris x86, and Solaris on low-end Ultras, as well as Netware.