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: rudedog who wrote (13606)	12/29/1998 2:05:00 PM
From: t2	Respond to of 74651

Rudedog, Thanks for technical insights into databases You mentioned that My sense is that non-IBM customers question IBM's long term commitment to non-IBM platforms, rather than the services issue. Maybe services is not an issue but I am not totally convinced. If I am a competitor in services, I would tend to pick MSFT if the products are comparable. If I was to select IBM, I would be leaving the door open for the customer to deal directly with IBM in the future. This is a problem because a customer who has IBM products may want to deal directly with IBM in the future, whereas, with MSFT there is no chance of this happening. Notice that IBM does a lot of advertising (I see it on CNBC all the time). Thanks for all you technical insights into databases. A parallel can be drawn in relation to the Netscape browser. I think it is doomed, because AOL is a huge ISP. Even though MSFT has an internet access, it is considered less of a threat (since it is smaller). MSFT is basically being taken for granted - it is a fact of life for everyone.. However another ISP won't pick Navigator simply because it is owned by AOL, in addition to not being as good as Explorer. AOL won't get away from Explorer - you can bet on that. It certainly does not send a good signal when you don't use your own browser.