Good points, Don. Bob Brinker waxed bullish on both Intel and
Microsoft. As you aptly remind us, Brinker cited Intel's mighty
efforts to fend off both Cyrix and AMD. Last weekend, as well,
Bob reinforced the idea of Intel's dominance by referring to
the phenomenal demand for its newest chips, which demand has
outstripped supply and is galvanizing Intel to ramp up production.
Certainly, as the computer becomes more a household product and
less a specialty item, consumers will demand the increased multi-
media capabilities that the newest Intel chips can, apparently,
deliver.
As Microsoft, who can usurp them? Even Web-TV may pay off
handsomely for Gates, as I am led to believe that many elders,
for whom the computer is as foreign as the Martian landscape,
are much more inclined to embrace Web-TV as a less imposing
alternative.
Last weekend, incidentally, Brinker noted that his first purchase
of Intel was made pursuant to his father's recommendation in the
early 1970's. To recall it, Brinker explained that his father
worked for a large computer firm. Bob asked him which company
showed most promise in this area. The answer was (paraphrasing)
"Intel, hands down." At the time, there were but 4 1/2 million
shares issued. Brinker noted that "the cost basis for those shares
is now pennies."(!) It appears this superior talent for prog-
nostication may run in his family.
I agree, Don, there's little question that Brinker was at or near
the top of his game yesterday.
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