----- Original Message -----
From: "Len Conrad" <[EMAIL PROTECTED]>
Sent: Saturday, September 16, 2000 7:39 PM.
>
> 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.
That might be true of less established, more exposed, non-quoted companies, but
not the Allaires of this world. CF has been compared to ASP for along time, and
CF goes from strength to strength on merit.
The scenario you overlook is that if M$ targets a company with critical mass,
like Hotmail and many others, it becomes acquisition target - that is a much
more likely scenario for Allaire IMO.
Allaire have to diversify though - they are too much of a one product company
right now, and it is no longer a two horse race between CF and ASP - there is
now XML, PHP and others to contend with - and if one thing has been proven
throughout the history of the industry - open standards and collaborative
efforts will almost never be overhauled by proprietory commercial products - I
think Linux is a classic example as is the Apache webserver.
Adrian Cooper.
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