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Technology Stocks : LINUX -- Ignore unavailable to you. Want to Upgrade?


To: Rusty Johnson who wrote (1528)5/10/1999 10:19:00 PM
From: Rusty Johnson  Read Replies (1) | Respond to of 2615
 
Linux's Threat to Microsoft

Red Herring magazine

Jason Pontin's changing his tune (slightly).

From the editor ...

Microsoft's challenge has been to reproduce the strange ecology of Windows on the Internet. For while most desktop and server systems in local area networks (LANs) once used Microsoft Windows, and therefore all software developers wrote for Windows, on the Internet most servers are not Windows, most desktops are non-proprietary browsers, and developers write software that can easily find a home on any host. In order to turn the Internet into one great Microsoft LAN, the company requires a share of the Internet server market similar to its share of LAN servers. Then Internet developers would write server applications that ran only on Windows, and Web developers would design sites that took advantage of specific features in Windows.

But the success of Linux means that this will probably never happen. In Linux, the Internet has found an OS commensurate with its needs. Like Unix, on which it is based, and unlike Windows, Linux is, in the jargon of the industry, scalable and robust. It offers the benefits of open-source development: the nearly continuous improvement of a program by its most enthusiastic users. People want to use it. Together with Unix OSs, Linux means that Windows' share of the server market will never be overwhelming, and developers will write Internet applications, not Windows applications.

The world will be very different. Microsoft will remain among the largest software vendors, but it will no longer be a company with special, impregnable advantages and a guaranteed income from the sale of Windows and Windows software.

To argue that Microsoft is in trouble may seem perverse. At $429 billion, it is the best-capitalized company in the world (Nasdaq:MSFT). But often, empires are in decline when to contemporaries they seem strongest.

Whether Red Hat can make money is a subject for another column.


Jason's apparently been reading our thread. He's learning.