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Technology Stocks : Intel Corporation (INTC)
INTC 36.34-0.1%3:59 PM EST
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To: tcmay who wrote (137056)6/10/2001 4:16:57 PM
From: Saturn V  Read Replies (1) of 186894
 
Tim and Dave,

Ref <Mac and Wintel >

I acknowledge the technical superiority of the Mac platform even today. However The Mac was on order of magnitude better than Wintel ten years ago. Ten years ago very little GUI software existed on the Wintel platform.

Despite these advantages, the Mac was unable to improve its market share, and even lost market share. Today the situation in GUI software favors Wintel, and the technical gap is a lot smaller. How can the Mac double its market share in a year! The marketing odds against this happening are overwhelming !

In the early nineties, I invested in Apple to hedge my Intel position. I was also concerned that no one was interested in improving the Wintel hardware, and so Apple could have had a field day with new innovations!

However a few years later I sold my Apple holdings. Intel Architecture Labs took on the task of improving the hardware of the Wintel platform. Innovations like USB, the PCI bus, AGP etc have continued to improve the Wintel hardware. Apple innovations outside the Mac did not bear fruit. The Newton reminds me of the first GUI computers out of PARC.{ A good idea abandoned too early !). So I have not seen Apple as a threat to the Wintel platform for several years.
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