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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (3241)	10/24/1998 5:03:00 PM
From: treetopflier	Read Replies (1) \| Respond to of 4509

<if it werent for the web, we probably would be near the top for all these companies ala McCormick and Dodge, etc.> Huh? Lost me here completely. All the vendors did their green screen rewrites, and all found out that client/server was great on a LAN, but worthless over a wide area network. Well maybe that is no big deal for a $100M company in one building, but... The Web didn't bring about that realization. It was apparent. PSFT was the first to really do something about the performance problems of client/server with their Tuxedo integration, but is isn't helping now. They're on the back side of the enterprise systems replacement bell curve. Next wave starts after the millennium and it is the switch from client/server or block mode to Web enabled apps. PSFT's investment in application infrastructure will help them a great deal in about 12-16 months. They'll be the ones whose product line actually performs for the order entry person in Toledo talking to a Sun mainframe sitting in Atlanta. Good three tier stuff with the ability to run a browser at the user interface is requirement #1 in any RFP I get to help write for new apps. It isn't the Web that is hurting apps vendors. Web technology is providing a means of salvation. Client/server was doomed before Netscape ever crawled onto our PCs. ttf