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- Path: sparky!uunet!sun-barr!apple!apple!netcomsv!mork!timbol
- From: timbol@netcom.com (Mike Timbol)
- Newsgroups: comp.os.os2.advocacy
- Subject: Re: nt, an assessment
- Message-ID: <wlfmndl.timbol@netcom.com>
- Date: 22 Jul 92 09:06:21 GMT
- References: <1992Jul20.2712.2650@dosgate>
- Distribution: comp
- Organization: Netcom - Online Communication Services (408 241-9760 guest)
- Lines: 122
-
- In article <1992Jul20.2712.2650@dosgate> "stephen dawson" <stephen.dawson@canrem.com> writes:
- >timbol@netcom.com (Mike Timbol) writes
- >Other factors will kick in. When 32 bit OS/2 apps are released sales
- >should accelerate, again.
-
- OK, this it true. But when will this be?
-
- >It doesn't follow that if OS/2 2.0 sells 1 million, that NT will, as
- >well.
-
- I said NT *can* sell 1 million. However, I also think that NT *will*
- sell over 1 million. Why? It sounds pretty cool :)
-
- >There will be a major OS/2 2.0 CSD in September, and a
- >multi-processor version in November.
-
- Not to dispute you dates or anything, but are these hard dates from IBM?
- I remember the "June CSD" being mentioned quite a bit a while back :)
-
- >MT>They can position NT right about where OS/2 is. The hardware requirements
- >MT>are only slightly higher, so why not? And expensive marketing could
- >
- >There is the Windows user who is happy. If the user is still using
- >Windows after OS/2 2.0 has been around for a year, the user doesn't
- >need NT. That user will be waiting for Windows 4.0.
-
- Why is this? The computer market changes a lot in a year -- a 486/33 was
- quite expensive a year ago, but a complete system now is well under $2000.
- They're going to be a lot more common in a little while. (Note that I'm
- not saying a 486/33 is needed to run NT -- just that more powerful systems
- are becoming far more common than they were just a year ago.) Besides, the
- user may be waiting for NT instead of using OS/2 -- maybe he/she likes
- Excel or Word for Windows, or any number of other products that won't
- be ported to OS/2.
-
- >Microsoft is a bit of a bind. If NT goes to the desktop they lose
- >their double upgrade market. DOS and Windows. But if they price the
- >upgrade to NT at double price, they will get few upgrades.
-
- I'm not sure how much Microsoft gets from DOS & Windows -- anyone care
- to step in here and make a guess? I would suppose they get a great
- deal of revenue from their applications. In any case, the closer
- together they bring Win 3.1 and NT, the smaller the gap where OS/2
- would be the best choice. And the less people using OS/2, the more
- people using a Microsoft operating system of some kind (ignoring
- other operating systems for the moment).
-
- >And, unless Microsoft wants to lose the small market they must keep
- >Windows around. Windows will serve to keep the installed base of NT
- >small, so that a critical mass cannot develop. Many apps may never
- >get past version 1.0.
-
- Once again, if Windows NT is positioned right around where OS/2 is, then
- it could easily develop a "critical mass" of users. It is not a
- foregone conclusion that OS/2 will be far more popular. Maybe many OS/2
- apps will never get past 1 version for 2.0. Maybe they'll both do
- pretty well.
-
- >MT>Maybe IBM's lack of marketing shows that they aren't concerned at all.
- >
- >They were not prepared for the volume! But, now that Cannavino and
- >Personal Systems have full control of OS/2 2.0 advertising and
- >marketing, we can expect a very significant IBM 'presence'.
-
- Well, I think I recall hearing something about "filling the channel" and
- "meeting demand" in April/May. And people were talking about a "marketing
- blitz" coming in May/June. We'll see.
-
- >MT>Why does it have to be only a server? Like I said, the hardware requirements
- >MT>are only slightly higher than OS/2. If I can run it and get good
- >MT>performance, why not?
- >
- >Because Windows is there!
-
- Question: Why do you run OS/2 on your desktop? Almost any answer you
- give will suffice for NT. And there'll be some reasons for running
- NT where OS/2 won't do.
-
- >MT>Fine, it'll be late, but it'll most probably be out within a year. And
- >MT>of course it'll have problems since it's only an alpha at the moment.
- >
- >And OS/2 will continue to gain momentum.
-
- Sure, but how much? That's anyone's guess. There's already hundreds of
- ISVs doing work on NT apps, so they obviously think it's got a chance.
-
- >Yes. Microsoft was saying that the full Win32 API would be available
- >for Windows, eventually. They seem to backing off that promise. It
- >may be a way of differentiating NT from Windows 4.0.
- >
- >That is a risky move. Microsoft is developing a reputation for not
- >keeping its promises.
-
- Perhaps it is, but the fact that the full Win32 API is or isn't used
- in Windows 4.0 may not have a huge effect on the success of NT.
-
- >No. Olsen developed tunnel vision for VAX/VMS and didn't see, or
- >else refused to accept that the market was changing.
- >
- >I think Gates is developing a similar fixation with NT. If Microsoft
- >doesn't release some OS/2 2.0 apps before 2Q 1993, they will never
- >have the same share of the app market they enjoy today.
- >
- >That is why Lotus, WordPerfect, Borland, etc. will be very aggresive
- >in the OS/2 2.0 market. They see a level playing field.
-
- You may be right about Gates here -- "All our wood behind one
- arrow" was the quote, I believe. However, that doesn't mean that
- one arrow will miss.
-
- See, you're looking at this as if OS/2 has already won, and it simply
- hasn't. OS/2 sales have been pretty good, but that doesn't mean
- that NT doesn't have a chance. If you look, you'll see that Lotus,
- WordPerfect, Borland, etc... are probably all doing work for NT
- as well. *They* know it hasn't lost yet.
-
- > STEPHEN Look through the Windows and you will see OS/2!
- > ^^^^^^^ :-) Walking and chewing gum at the same time.
- >
- > stephen.dawson@canrem.com
-
- - Mike
-