How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 476.18

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3:59 PM EST

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To: johnd who wrote (42414)	4/17/2000 5:33:00 PM
From: SunSpot	Read Replies (1) of 74651

I have just been reviewing a thesis on marketing on the internet. Amongst other things it says that when the supply chain is getting optimized with electronic sales and distribution, the best position to be in is at the back end. Intel Supplies the microprocessors, Red Hat, SuSE and Microsoft supply the operating system and companies like ours produce applications. The bad thing about Microsofts business model is, that it needs turnover on licenses for its products, otherwise those products will not be supported any more. Linux doesn't have that problem, and even the oldest versions are still supported, because the business model for supportes is to get paid for support. Intel delivers hardware. As it looks now, the need for processors will increase for many years to come. Therefore Intel is a better long-term investment than Microsoft. (Got some INTC stocks...) The term "Wintel" only exists on Microsofts behalf. Intel already skipped Microsoft as primary partner and invested in Red Hat, SuSE and other non-Microsoft technologies, that will use Intel processors.

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