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

To: Lizzie Tudor who wrote (12390)	11/19/1998 8:32:00 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 74651

Michelle, NT is NOT an enterprise OS, has NEVER BEEN an enterprise OS, and NEVER WILL BE an enterprise OS. Large-scale end-users don't trust it enough to even put there mid-level critical data on it. NT is limited to the workgroup market, largely in competition with NOVL, and that's it. M$FT has never had the RAS that is necessary to compete with any Unix vendor for critical applications. They aren't going anywhere w/NT and are going to be aced out by Novell & Linux, both of which are faster, more relible, and cheaper to buy and maintain. BTW: TPC benchmarks may not mean much to you, but they are 1 determinant of who gets the sale & who walks. The fact that NT TPC benchmarks aren't at the top of the heap is the least of M$FT's problems, however. They have to worry about keeping the thing from crashing all the time first.... BTW(2): Maybe Gates will insist on embedding IE in NT and introducing an unacceptable security problem that will finally tank the project for good... cheers, cherylw

To: Lizzie Tudor who wrote (12390)	11/20/1998 6:07:00 PM
From: paul	Respond to of 74651

"..Because enterprise software which used to entirely run on unix servers has moved to NT. Now we have a choice for a lot of midsize enterprise apps" ERP software run's on mainframes and minicomputers as well - In fact IBM is having a lot of success with their S/390 and SAP and Oracle Applications. Unix has a lot of room to run for ERP - NT is an option as an application server or for a low end implementation - under 300 users max for Oracle Apps in my experience. This is the market that JD Edwards used to have with the AS/400 as well as great plains and solomon software. The issue for NT is what happens when you run out of capacity which can happen pretty quick - its like buying a computer with the fastest CPU and a 1.2 MB Hard Drive. Buying the big hard drive (scalable, maintainable Computer System - i.e - NOT NT) is the better choice up front rather than having to migrate or throw more disks at it later to try to solve this problem. NT is a reasonable choice if you fit under these requirements but as a CFO/CIO your basically betting against the growth of your own company.