Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: LindyBill who wrote (13528)	12/27/1998 8:56:00 AM
From: J. P.	Read Replies (1) \| Respond to of 74651

<<that Sun is in trouble with their accounts and that Dell is going to make some inroads on them>> I'm no expert on Sun, but I do know that Dell and Sun don't really compete in the same market space. I've held Dell for a couple of years now and frequently buy their options, I have the Feb 80 calls right now. My work brings me into a lot of server rooms of fortune 500 companies, and what I see is Compaq NT servers, and Sun Solaris and Unix servers for the most part. So I think that Dell will more directly compete with Compaq for NT servers. Like I say, NT is limited in the number of records it can crunch in a RDBMS (a database like Oracle, Sybase, Informix, SQL Server), so we'll always need the AS400 or the Unix servers for heavy lifting of large databases like customer records, inventory records, etc. where the number of records goes into the millions. Dell is not going to compete for these midrange computers as far as I can tell, although I believe Compaq wants to with DEC. Don't worry about Dell though, CPQ's Eckerd Pfeifer has out and said he'll never be able to compete with Dell's distribution, he's forever somewhat tied to the retail distribution. I look for Dell to increase their 8% share of the PC market. I still say that Navigator running on Unix would actually be a preferable environment in the future than MS Explorer running on NT. This would only work if you have Java applications (spreadsheet wordprocessing, etc.)that worked. With this architecture, you have a seamless integration of thin client PC desktop, inter/extra/intranet functionality, and back office funtionality. A home run that I believe would leave Windows NT out in the cold, although the odds of this happening are slim. Microsoft ought to develop a strategic alliance with IBM or Compaq or somebody to head this off at the pass and develop their own similar architecture while they still own all desktops. Just the random thoughts of a lowly telecom guy.

To: LindyBill who wrote (13528)	12/27/1998 12:32:00 PM
From: ed	Read Replies (1) \| Respond to of 74651

As the price of low PC getting lower and lower , pretty soon , we will see free PCs offered by the ISP, just like the cell phone business. CPQ, DELL will have big problems down the road.