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 : Banyan (BNYN $8.75) as an internet play -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (850)	4/9/1999 8:03:00 AM
From: SJS	Respond to of 1006

1) Yup. He was at WANG running the SERVICE business. Check it if you don't believe me. 2) MSFT is eating most people's lunch, (dinner and breakfast, too). Yes Banyan is doing a very respectable job in system services. The deal with MSFT is to help provide a MIGRATE path and services to VINES customers for NT and Exchange products. Check that, too. 3)MSFT is nervous about NDS only as a ST problem. Active Directory is going to be the foundational directory service for most users when Win 2000 gets fully deployed. StreetTalk doesn't even enter into the picture or relationship with MSFT. MSFT has no interest in ST as it's directory (or even a directory "backup" for AD). They DO care about how it could easily migrated over to AD as customers migrate. 3) We agree here. The new opps for the old Banyan (not SB folks) is in the Internet space. There are tons of fresh ideas here. SJ