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Technology Stocks : MSFT: new NT kills CPU makers.
MSFT 522.87-3.6%3:24 PM EDT
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To: Aaron Cooperband who wrote (2)10/18/1996 1:00:00 PM
From: Mark Finger   of 15
 
One of the points I tried to make is that developers can count also, and they want to make sure they will sell enough on a platform to make reasonable profits off that platform. It is costly to do porting, especially because of the testing required. I work as a developer for a competitor and know something about this problem.

I can agree that if it were just a difference in CPU, then it would not be as much a problem. (See the sales of Intel clones from AMD and Cyrex to see some of that). However, 500,000 total target machines per year may not be enough of a market to consider. Before I would consider such a market, I would look more seriously at the Mac market. It is much larger and already has an established group of users. Yet the number of developers developing for it seems to be dropping.

Another problem is getting the channel (especially retail stores) to support another platform by carrying a rack for the 123456 processor. There will be a lot of resistance until sales are proven by someone else. A real problem.

I do not see any of the above breaking the Intel monopoly unless Intel really stumbles. Instead, Intel generally seems to be pushing the envelope even more. Just in case, they seemed to be developing 2 (or maybe even 3) candidates for the P7 chip. I believe that they have settled on one now, and it is a very powerful solution (and being developed faster than they originally expected).
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