Re: [CANSLIM] Identifying NEW leaders

From: Warren Keuffel <wkeuffel@xmission.com>
Subject: Re: [CANSLIM] Identifying NEW leaders
Date: Tue, 06 Aug 2002 11:07:24 -0600

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Top of Thread: Re: [CANSLIM] Identifying NEW leaders Kent Norman
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And what OS does your friend feel will replace Unix? If he is suggesting
Microsoft, few computing professionals of my acquaintance will consider using
Microsoft products for enterprise-level tasks due to their instability,
excessive defects (bugs), huge security deficiencies and last, but far from
least, truly avaricious pricing schemes. Sorry, but high-end Unix (such as Sun
Solaris) has many years of productivity ahead of it, because chip speed is only
a small part of what makes up a robust enterprise server.

Warren

Rocky Sanghvi wrote:

> Kent,
>
> Excellent question.  I was recently speaking to a buddy of mine who is a
> guru in Operating systems and Databases.  He is of the opinion that with the
> new Xion and Titanium chips - Unix is history!  Atleast the expensive
> flavors of Unix are.  Linux may stick around because its open source.
>
> These new chips are so incredibly fast and cheap that one of my clients
> recently invested in a 100K Dell server getting all the power, speed and
> convenience of a million dollar Sun box.  One of our employees is a die-hard
> Unix fan and his words were "Man this is a sweet machine"
>
> What does that mean for the next 5-10 years.  I forsee tremendous
> consolidation in the Computer / Server space.  Money can be made by
> spreading your bets on the path of change.  Thoughts?
>
> Rocky
>
> -----Original Message-----
> From: owner-canslim@lists.xmission.com
> [mailto:owner-canslim@lists.xmission.com]On Behalf Of Kent Norman
> Sent: Tuesday, August 06, 2002 12:03 AM
> To: canslim@lists.xmission.com
> Subject: Re: [CANSLIM] Identifying NEW leaders
>
> Since we should be on the watch for new leadership next time around,
> what does the group think of AMDs chances of overtaking Intel?
>
> What other candidates do you hope/see coming up (not necessarily in
> chips).
>
> thanks
> Kent Norman
>
> =====
> Opportunities always look bigger going than coming.
>
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