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

To: J. P. who wrote (12082)	11/5/1998 1:16:00 PM
From: Robert E. Lee, Jr.	Respond to of 74651

>P.S. Your link doesn't work. Sometime overnight last night, the document was moved to a new place on the web. Try: opensource.org The original document which we have been talking about is now called Halloween I, and there is a sequel called Halloween II which focuses on Linux in particular, whereas the first was more about Open Source in general. The General

To: J. P. who wrote (12082)	11/5/1998 1:22:00 PM
From: rudedog	Read Replies (1) \| Respond to of 74651

J.P. - try opensource.org I just looked there, works for me. This is a very interesting document. It was not written by Gates or anyone in senior management, it was written by a developer/analyst in Allchin's organization. It is not a diatribe, it is a well-reasoned analysis, from the MSFT perspective, of the OSS process, with Linux as an example. Whoever wrote it is smart and knowledgeable although obviously somewhat biased to the MSFT view of the world. Aside from the view into MSFT culture, which is consistent with my experience, this document also shows why MSFT wins so often - although many in the OSS crowd also decry the acceptance of business practices which the academic types think are unfair. I have a lot of respect for the OSS community and the principles that they espouse, and I hope that they are able to continue develop their paradigm. There are valuable lessons to be learned, and the creation of a free-wheeling innovative development environment capable of tackling large software projects is a breath of fresh air. But the fact remains that the development of commercial software as represented by MSFT, Oracle, IBM, Sun and others is a completely different game. Discussing the role of FUD is not evidence of a deep-rooted malignancy, it is an everyday fact of life for everyone in the industry, as are vaporware, pre-emptive strikes, and the dubious role of standards. Whether you embrace these tactics or abhor them, you must thoroughly understand them to be successful in the software business on any large scale.

To: J. P. who wrote (12082)	11/5/1998 2:07:00 PM
From: ToySoldier	Respond to of 74651

Cisco, Novell lead Microsoft in directory services race By Scott Berinato October 26, 1998 12:03 AM ET Solaris is making inroads as a key platform for directory services, thanks to several new developments that will bring broad directory support to the Unix operating system. Cisco Systems Inc. is developing a Solaris version of Microsoft Corp.'s Active Directory that, ironically, could beat Microsoft's own release of the directory out the door. Cisco could ship as early as February its CNS/AD (Cisco Networking Services for Active Directory), sources close to the company said. Cisco has exclusive rights to Active Directory code for developing the technology on Solaris. Cisco's release timetable is ahead of Microsoft's because Cisco is focusing solely on directory development, whereas Microsoft is integrating Active Directory into Windows NT 5.0, which is scheduled to ship in mid-1999. Meanwhile, Novell Inc. last week debuted the second beta of NDS (Novell Directory Services) for Solaris at NetWorld+Interop here. The Solaris release of NDS, now in its second beta, is due to ship in the first quarter of next year. An LDAP (Lightweight Directory Access Protocol)-enabled version of NDS for Solaris will ship by the end of next year, said officials of the Provo, Utah, company. Novell's strategy to expand platform support for NDS is catching the attention of some customers. Lucent Technologies Inc. announced at N+I that it has licensed NDS for its Cajun P550 routing switch on three platforms--NetWare, NT and Solaris. Sources say Lucent, of Murray Hill, N.J., wants to use NDS as a general directory platform that can manage multiple vendors' networking hardware on any server operating system. Sun is doing its own directory work for Solaris. This week in New York, the Palo Alto, Calif., company will introduce the long-anticipated 64-bit Solaris 7, which will integrate Sun's LDAP 3-based Sun Directory Services 3.1. Expanded directory support for Solaris could be a boon to service providers because they will be able to use directories to better manage their thousands of users and to dole out--and administer more granular control over--those users' services, rights and privileges. "What was important for us was to find a directory infrastructure that would fit in our network," said a product development manager at a national ISP who is working with Cisco to develop CNS/AD for Solaris. The ISP will eventually offer rentable applications and manage its user base via CNS/AD. "To be honest, the remote management tools in NT didn't address remote management to a level we were comfortable with. CNS/AD for Solaris fit into our infrastructure." The first release of CNS/AD will offer directory services for Cisco hardware; Cisco, of San Jose, Calif., and Microsoft will eventually release the full Active Directory functionality on Solaris to enable management of entire network infrastructures, policies and users. Despite Cisco's lead on Active Directory development, one main issue remains unresolved: Will Microsoft allow Cisco to ship Active Directory on Solaris before it ships on its "home field," NT 5.0? "You never want to hold a technology back from the market," said Edmund Muth, enterprise marketing group manager for Microsoft, in Redmond, Wash. "But I'm not sure if it makes sense to release [Active Directory] on other platforms before it's ready for NT because I don't know how much it will rely on NT in that scenario." Several users sounded skeptical that Microsoft would allow CNS/AD for Solaris to ship first. "I think Microsoft will keep Cisco from delivering AD on Solaris--and subsequently CNS/AD on Solaris--until they're ready to send [NT 5.0] to market," said one IT manager at a major financial institution in Washington. "It would make them look like a bunch of chuckleheads if someone shipped AD before them." Regardless, Solaris faces challenges as a platform for directory services. It significantly trails both NetWare and NT in market share, with the lion's share of enterprise applications running on NetWare and NT. "For us, directory services don't play as big of a role on Unix servers because connections to the Unix servers are typically made using generic accounts," said the IT manager. "For example, our typical AIX servers have less than 15 accounts, while there are about 4,000 accounts for accessing our NetWare and NT servers. Also, you don't tend to see many e-mail applications running on Unix, and e-mail is a prime application to directory-enable." Today's Top News Updated November 5, 1998 10:28 AM ET M'soft: Apple Forced Deal M'soft To Acquire LinkExchange Cisco Systems Tops Street Estimates SoftQuad Releases HotMetal Pro 5 M'soft: Apple Was The Bully M'soft Questions Testimony E-Com 'Dream Team' Formed M'soft Releases IE 5 Beta NSI Delivers Shared Registry Specs Cisco Gains Ahead Of Report Qualcomm Leaps Over 4Q Estimates CoolSavings Teams With Prodigy Storage Zips Into Set-Top Boxes Tapes Show A Forgetful Gates Sybase Names Chen CEO SPONSORED

To: J. P. who wrote (12082)	11/5/1998 2:23:00 PM
From: Frederick Smart	Respond to of 74651

JP: >>Gee Freddie, tell us how you really feel. Too bad all those IT managers and CEO's didn't have you to consult with before they went NT. Maybe they should have gone enterprise MacOS.>> Yea, JP that's right man. I will tell you how I REALLY FEEL!!! Want more of this stuff? Really glad you REALLY LIKE IT, MAN! Open up man. Let's keep it comin bro..... >>So Bill Gates wrote a memo that was not very nice, yawn.>> Keep sleeping brother...... >>P.S., your link doesn't work.>> try taking the hypen off the end..... I used it for punctuation. Sorry if you didn't take notice.