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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: High-Tech East who wrote (14103)	1/30/1999 5:38:00 PM
From: QwikSand	Read Replies (4) \| Respond to of 64865

(b) If Microsoft can produce a brand new bug-free operating system in early 2000, I will be one of the first to congratulate them. I'll raise you 2000, Ken, and go on record with the following prediction: Some time in late CY99 or early CY00, Microsoft will announce (not release, announce) another version of the current DOS-based Windows 95-98 family. (Remember, that's not supposed to happen, since the NT-derived "Windows 2000" is supposed to replace both Win 98 and NT 4.0.) By that time, M$ will have realized that their operating system strategy is totally screwed up and hopeless. They will FAIL BIG TIME at building a Windows operating system that will scale from being easy enough for your grandma to administer at home but also powerful enough to run an n-way multiprocessor spewing out thousands of web pages and millions of java byte codes per second to hundreds or thousands of users. Microsoft will try like crazy to bifurcate NT into two products, a "lite" desktop replacement for the masses and a server-grade O/S, and realize in the middle of the effort that it won't work. "Windows 2000" will be a total bust. To keep their revenue stream (and hence stock price) up without a one-size-fits-all OS, MS will be forced to choose their desktop upgrade from either an elaboration of the execrable failure that is Windows CE, or yet another DOS-based version. The choice will be easy, but they'll still have to scramble like crazy to add features to Windows 98, which they thought was a dead product. The resulting piece of overpriced crap won't be out until 2001, still partly 16 bits (forget 64!) and an object of scorn even among the streetwalking Microsoft press. Linux will pass 'em up at that point on the desktop. Don't forget: youse hoid it here foist, folks! Regards, --QwikSand (a M$ shareholder for a little while longer)

To: High-Tech East who wrote (14103)	1/31/1999 2:54:00 PM
From: alan james geik	Respond to of 64865

I agree that there is probably a Microsoft disinformation campaign re: their NT popularity and it was introduced by a probably unsuspecting journalist. However I think that too many of us pay too much attention to short term forces... I include myself in that number (I have to work hard to remind myself of the long term objective.) All of the analysis on the various boards as to the positive-negative nature of this article remind me of the downgrade several months ago by a brokerage firm because of valuation. I think that SUNW was $78 at the time. Many posts were concerned with the repercussions.... SUNW is now 108-110 or whatever. This is a company that will get "negative" publicity and writeups from time to time so what? JMHO Good luck to all