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

To: taxman who wrote (20498)	4/14/1999 12:18:00 AM
From: ToySoldier	Read Replies (2) \| Respond to of 74651

There is no question that MSFT has had and still does have almost unlimited budgets to carry out sly/intimidating/bribing marketing techniques. BUT!! times have changed taxman. IT decision makers that have fallen for MSFT's long winded promises that for the most part have not been delivered, will be hard pressed to fall for MSFT's marketing propaganda again. MSFT's enterprise platform solutions (Windows2000) has been years in delay. While MSFT customers have suffered with the limitations of NT4 and waiting for NT5, they have watched an industry passing them by with new, cheaper, more reliable, more powerful, more open platforms. Linux, Solarus, NetWare, NDS, AIX, etc. They have watched an industry that has slowly broken away from the "MSFT only technology" domination view to an acceptance of open standards that will force MSFT to follow instead of manipulate and crush. They have watched a MSFT have its most powerful weapons stripped from it for fear of further scrutiny from the DOJ and the industry that has all but ganged up on MSFT. If I were an IT CIO or decision maker, I would be very nervous about having made such strong and loyal commitments and trust for a company that clearly has shown it cannot keep up with its competitors in the OS and DS and e-commerce solutions. MSFT's marketing machine is not the threat that companies like NOVL use to fear. NOVL and others have learned MSFT's tricks and knows that MSFT has painted itself in a technology corner that it cannot get out of. Sun is on the MSFT offensive. IBM and Compaq are not taking MSFT's licensing agreements lying down anymore (thanks to the DOJ trial). MSFT itself is saying that it has watched its competitors deliver products to market much faster than they can (GM of MSFT Canada today). Lindy is and always will be a MSFT cheerleader. Dont think you will get a valid opinion from him. NOVL cant wait for MSFT to finally put their obviously inferior OS and DS on the market. NOVL will be have a hay-day with this MSFT code. Toy