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: Byron Xiao who wrote (16367)	2/18/1999 5:12:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Just hyperthetically, say INTC decided to form a joint venture with IBM, SUNW, ORCL to develop a new generation of OS that solely runs on its processor after the current law suit is over, is it that difficult to do? Sure, it will probably take several years for the OS to mature, but if these guys decide to offer competitive pricing, who's to say that consumers won't embrace their OS? Too many people in the corporate world are comfortable with Windows--a new operating system would eat up the IT budgets for a lot of companies. For their home, the same people would want to use windows since they know it. The market entry for broad acceptance is almost impossible. The same goes for Office.

To: Byron Xiao who wrote (16367)	2/18/1999 5:28:00 PM
From: Lizzie Tudor	Respond to of 74651

Just hyperthetically, say INTC decided to form a joint venture with IBM, SUNW, ORCL to develop a new generation of OS that solely runs on its processor after the current law suit is over, is it that difficult to do? Im not sure about the complexity of the task itself, but for whatever reason it seems like joint ventures or consortiums never yield competitive results.

To: Byron Xiao who wrote (16367)	2/18/1999 6:55:00 PM
From: Claude	Read Replies (2) \| Respond to of 74651

Although it wasn't next generation IBM's foray into an OS for PCs should have taught us something. The problem is in rallying an industry behind you. Nobody wants to spend money supporting more platforms than necessary. But it was really just another windows. When something does replace windows, not anytime soon in my opinion, it will be replaced by a different animal. Linux? I doubt it although Linux may make a dent in the server market which will come mostly be at the expense of other Unix variants. Where I think the battle is shaping up is in future net enabled devices. MSFT is nowhere near guaranteed this market and it will be huge (I don't mean just PDAs either). Java and PSION are looking pretty good in this space. Java because technically its good and SUNW has displayed more vision on this than MSFT with JINI. And there is also PSION (sp? I know its a british co.) which looks to be a favourite of the cellular industry. The wireless industry will be the main driver of these types of devices in the near term. On the consumer desktop windows will reign supreme for some time to come but future growth will not necessarily be from this market. Claude (rhymes with TOAD)