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To: The Phoenix who wrote (20991)	1/21/1999 5:18:00 PM
From: Spartex	Respond to of 77397

Gary <OT>, I think that this is one of those rare times when an old fallen leader rises like a Phoenix from the ashes to overcome Mr. Softies' efforts. I continue to gain more confidence with Schmidt's abilities and astuteness in getting the job done. Over time that will become more evident to the general public, and fund managers at large. Meanwhile, I sense that MSFT is at this point realizing that a more completed product may be the best strategy than putting it out piece meal and getting criticized by the users and reviewers. We'll see. This game is getting interesting. =;-) A bit of a rough and tumble day, but the dog NOVL held up fine on quiet volume. Regards, QuadK

To: The Phoenix who wrote (20991)	1/21/1999 11:14:00 PM
From: Jack Whitley	Respond to of 77397

<<Yeah, I'm eating crow. Looks like Win2000 (aka NT5.0) isn't going to make it....even by summer. NDS will have built consensus by the time Microsoft gets a product out. However, I still believe that the Microsoft "machine" will overcome the delay. What do you think?>> Microsoft's machine might work for the PC platform, where Intel's performance gains "hid" the fact that Windows PCs software has actually gotten less efficient for years. But when it comes to mission critical, CROSS PLATFORM directories, MSFT's "machine" will not be able to cover up the fact that NDS SCADS will soon support 150 million objects (enterprise, extranet, internet, wherever, all platforms) and is years ahead of AD. AD could ship tomorrow, and it would still be years behind. Cisco will realize this soon enough. jww