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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Reginald Middleton who wrote (18207)3/26/1998 2:06:00 PM
From: Thure Meyer   of 24154
 
"first workstations with the Pentium and PII, then servers with the
PPro and PII, next mainframes with Merced... I suppose this was just dumb luck..."

and in reference to chip production

"That is irrelevant, customers and investors don't buy into production, they buy into whole products which consist of much more than chips, bits, and bytes."

Its amazing to me that you don't notice that you are arguing my point.

1) Intel is on the desktop and in servers thanks to Compaq, Dell, Microsoft and others.

2) Intel does not make whole products except as OEM stuff for people like Reuters and that is a market trailing activity.

If you remember, your heros like Bill Gates and others like to refer to themselves as "tech guys" so history has proven the opposite.

Sure, as industries age, the financial and marketing guys tend to take over. But not in this industry. Look around.

Thure
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