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Technology Stocks : America On-Line: will it survive ...?

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To: Brian K Crawford who wrote (2287)3/8/1997 9:30:00 PM
From: James F. Hopkins   of 13594
 
Hi Brian: > RE Yet what is Microsoft.? An open system? Nope. It's as proprietary as they come. And has a dominant market share. And now they dictate the market standards.
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I'v been putting together boxes for years..no way MS dictates the
market..that's way out..Bill Gates has duplicated..the best he
could a GUI..he is trying hard and devolping NT..this is not
Dictating..it's copying..he has just about orphaned his own dos,
and will do so trying hard the have a more "OPEN" system..
The company has done good in the PC world..but so locked into
intel he is worried..he wants a system that will run on a RISC
chip..and has moved away from being so proprietary...and is
getting more open..had he not done so..he would not be as well
off today..NT is were he is headed..he wants to capture some
of the unix, and server market something dos could never do..,
your view is well put, and well expressed but the basic idea
is limeted , PCs are not the end all..and belive me apple was
very proprietary for to long..they were to scared some one would
clone their machine..belive it or not the asian clones caused
the big expansion in this market..for MS as well as intel,
back in the 80s I was putting clones together as hard as I could
go..the cheap prices busted the market open, got users to were they
could afford a computer..and while back room shops like the one
I ran were hated by the dealers, in the long run we were the
ones who put the PC on it's feet..IBM..tried every trick to
lock people in..I remember when they pulled the memory scam,
and connered the memory market, then used clout to outlaw
the imported memory.( big MISTAKE too ) don't tell me about how big
IBM is I know that..I remember her big fall too..lets talk about
how big she could be had she not pulled her tricks..I know of one
person who brought in more memory during that fiasco, and sold
it on the black market..and made more than any king pin drug
lord, and did it fast too and now owns a big import house in
Houston...back to IBM the PC jr failed, the micro buss failed..and when it comes to networking..a closed operating system that requires proprietory software such as AOLs will fail. BTW the little ISP..the mom and pop deals have more bandwidth rented right now than all
the so called big providers put together..the bean counters
left an importent number out of their figures..the bigest
provider of internet service is all the little ISPs..put them
together..and like the most PCs up till just a year ago was
clones, not gateways, not dells, but clones..maybe you never
had one, but at one time I was even putting them in banks,
and selling to Dow..I don't build boxes any more..but I notice
that most of the big makers have got to copying exactly what
we did. AOLs idea of leasing dial-ins is not bad..I suggested
it a long time ago but it may be coming to little to late now,
she has to beat the little ISP..and I don't see how she can
do it..new PC sales have shifted gears..the rise in experanced
users buying PCs has now out grown the sales of of PCs to
frist time buyers..as more and more of the market comes to depend
"not on frist time buyers", but experanced users..then the demand
for a more open system..and real service will increase..you can't
get the kind of service people will come to want from some
huge proprietary system..and you won't fool the more experanced
users..
BTW if your betting on Qualcomm, you better go look..and keep a
good eye on her, I just bought puts on her at 60..
If you want a good long go buy some CWP.
Jim
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