With all of MS's server-side momentum/juggernaut only increasing,
SOAP, XML, asp, .net, C# tools and noises, ALL non-MS NT/W2K web
server appplication server vendors are in MS's gun sights, and
investors know what happens to the MS's strategic targets.
Investors can't be faulted for expecting MS, medium- and long-term,
to own every square inch of the W2K/NT4 Internet services platform.
ie, investors could very well think Allaire is already a lame duck,
imminent roadkill waiting, lame on highway, for the steamroller. Even
if MS gets split in two or three, they are going to own that
OS/Internet platform and give away whatever tools it takes to kill
off all the Allaire's.
Len
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