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

To: ToySoldier who wrote (11641)	10/22/1998 12:58:00 PM
From: d[-_-]b	Read Replies (1) \| Respond to of 74651

Toy, Dell likely had to appease the MSFT God in order to ensure they continue to receive the best OEM pricing point on Win98 licensing for their PCs that they roll out. Maybe Dell was even offered a couple less points on the price per unit if they made the migration. This would seem to imply Dell will be an even better investment due to their lower overall cost of goods?

To: ToySoldier who wrote (11641)	10/22/1998 1:02:00 PM
From: rudedog	Read Replies (1) \| Respond to of 74651

Toy - in order to ensure they continue to receive the best OEM pricing point on Win98 licensing One problem with this - Dell does not get the best OEM pricing, CPQ does. It's a strictly volume based thing. And of course you know that CPQ is the biggest supporter of Novell in the industry. I would not rule out a separate independent marketing deal with Dell though - MSFT has started to roll out an 'upgrade program' for Novell 2X and 3X servers, and Dell seems like a likely partner, since this gives Dell a way to attack CPQ's large installed Novell base. I would expect CPQ to counter with a strong message of support for Novell 2X and 3X customers, including either assistance on getting to 3X, applying the 3X patch, or general assistance to the Novell base on the Y2K issues. It was not because of internal cost savings and administration savings. I agree wholeheartedly with this - the move was quite obviously to get Dell some chips with MSFT.

To: ToySoldier who wrote (11641)	10/22/1998 6:00:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 74651

>Dell likely had to appease the MSFT God What a bunch of speculative crap. Do you really think that the IT boys and girls at Dell and the marketing boys and girls made this decision in collusion? Do think that the Microsoft sales rep for Dell and the Microsoft channel rep for Dell colluded on this? (This is a tiny deal for the sales rep!) Do you think the channel rep even cares what Dell buys for its own use? My guess (which is at least as good as yours) is that Dell's IT management sees the rapid erosion of Novell's installed base as a trend that cannot be ignored. In order to survive Novell's problems as a rapidly diminishing #2, moving to NT made good sense. I am not saying that Novell deserves the desertion it is getting. We have seen this happen many times in this industry for other than technological reasons, but it IS happening. Toy, your agenda is so naive its painful to watch.