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

To: Bearded One who wrote (20099)	4/8/1999 9:29:00 PM
From: Teflon	Read Replies (3) \| Respond to of 74651

Mr. Bearded One. You obviously have not been in the President or CEO's office of most major corporations lately, but you should stop by. Imagine yourself being the head of IT and trying to tell Jack Welch that you are switching all of the GE systems over to a Linux platform. He would look at you with a smile and a glimmer in his eye, and this would be the last image you have of him as you head for the unemployment line. Get a grip. Teflon

To: Bearded One who wrote (20099)	4/8/1999 9:46:00 PM
From: J Krnjeu	Read Replies (1) \| Respond to of 74651

Mr. Breaded One, There's a fundamental point that you must understand. Microsoft's main selling point for NT in big enterprise systems was that you could run your big systems on cheap Intel-based PC's rather than expensive hardware. Actually, we were running NT on DEC Alphas. As far as MSFT selling point that never really came up for us. NT was chosen because it was recommended by vendors of products we were buying. NT was easier to administrator and much lower cost. Thank You JK

To: Bearded One who wrote (20099)	4/8/1999 10:07:00 PM
From: Mitch Blevins	Respond to of 74651

Mr. One, I agree that the promise of cheap hardware helped MS leveredge their desktop dominance into the low-end server space. It is also clear that Linux is quickly expanding its already significant market-share in that space, which will slow (or even reverse) the growth of NT servers. The question is... Would a loss of the server market materially affect MSFT? Anybody know what the percentages are? I can see how this loss of control is a strategic disadvantage, because desktop features are tied more and more to cooperation on the server end, and MS competes with itself for upgrade dollars on the desktop. But is there a short term revenue risk due solely to server sales? Curious... -Mitch