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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Fred B. who wrote (60265)5/21/1999 5:17:00 PM
From: BGR  Read Replies (2) | Respond to of 132070
 
Fred,

If Windows 2000 delivers what it promises (a big if), then the market for PC servers will explode (even with Linux). I believe that too many folks are fixated on desktops and not x86-based server markets. I design and develop enterprise server side applications for the NT (as well as several flavors of UNIX and VMS), I know the demand there is for NT server based applications in small-to-medium sized companies, and I know what limitations NT4 has as a server o/s.

-BGR.



To: Fred B. who wrote (60265)5/21/1999 6:54:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Fred, We are reading the same sub-par earnings reports, though we may not be reading the same forecasts. You are calling for a slowdown in the second half of the year while the consensus of earnings growth is 17% this year. Since the first quarter was 9-10%, against a weak comparison, you won't get there with a weak second half.

I am saying that Win 2000 is a tweak and not something that will cause anyone to rush out and buy a new pc. Yes, folks will buy new pcs with Win 2000, just as they bought them with Tweak 98, but only on a replacement basis. There is nothing in Win 2000 that you have to have to remain competitive.

With sales continuing to decline in the PC business, I think my point is already a fact, not a prediction. And, beleive me, all the pundits saying this first time ever negative growth for pc sales is no big deal did not predict negative sales for 1999. Or 1998, for that matter. <g>