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

To: t2 who wrote (13523)	12/26/1998 10:21:00 PM
From: J. P.	Read Replies (2) \| Respond to of 74651

Wasn't Larry Ellison just issuing a press release about some computer that didn't need Windows, but had some operating system that ran off the solaris server with an Oracle Db. Ha, what a joke! No IT manager who liked their job would buy into this concept. Actually, I have to thank Oracle and Netscape for lobbying this DOJ case, it created a buying opportunity for Microsoft which has run up like 40 points, as well as creating a fantastic buy in AOL when they bought out Netscape. I think if they want to slay Microsoft, the way to do it is to leverage the software prowess of Sun Microsystems, and Netscape Navigator. If they can somehow seamlessly merge Navigator with Java applications that work, the inter/intra/extra nets, and back office functionality with Solaris and Unix, then they can muscle out Windows NT. You see, NT is not scalable, never will be. A RDBMS running on NT chokes once you get 100K records or so. So NT will never be the total enterprise package. If you can have all the desktop, back office, and internet funtionality seamless on Navigator/Solaris/Unix, you no longer need Windows running on the desktops, you just run Navigator. I think IT managers could buy into that, and Microsoft would be in deep doo doo. Just my theory FWIW.