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To: Mike Buckley who wrote (6650)6/5/1999 1:01:00 AM
From: Mike Buckley  Read Replies (1) | Respond to of 9068
 
And here's an article about Microsoft's pilot program to let ASPs deliver its software.

news.com

--Mike Buckley



To: Mike Buckley who wrote (6650)6/5/1999 10:01:00 AM
From: Riskmgmt  Read Replies (1) | Respond to of 9068
 
Mike:
Thank you for the posts. The one thing that I agree with 100% is your comment "it gets really confusing".

I do not have the technical background to debate the merits of ASP's being the new paradigm. Sometimes I think this is a blessing as much as anything else, especially when I see my friends get so caught up in trying to predict the next turn in tech. To me, the fact that some of the best and brightest in the business are investing in it is good enough.

Ed Iacobucci is someone I have a great deal of respect for and he was very convinced that this is the future. Add SUNW, MSFT, INTC and other heavy weights and it is hard to argue against it.

I was researching Futurelink the last few days and what impressed me most about the stock was the company it keeps. I just think if CSCO and MSFT are taking this seriously who am I to argue.

Anyway Mike I am just rambling on a Saturday morning some of my thoughts. I really appreciate all your hard work in digging out these reports and trying to make sense of them all for the thread.

Take care,

Ray