How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 493.18

-2.8%

11:44 AM EST

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To: Charles Tutt who wrote (37883)	2/15/2000 4:53:00 AM
From: Steve Lee	Read Replies (2) of 74651

Noone else is as high on the learning curve as Intel. The scale economies come into play even at Intel's size and above. This is even more so in the comparisons you make. The likes of IBM & TI make so many different silicon products compared to Intel that their design, set up and production costs per square inch of silicon are way above Intel's level. How many foundries does TI have? How many does Intel have?

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