Wintel's Demise Message Board

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Technology Stocks : Wintel's Demise

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3:59 PM EST

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To: Bearded One who wrote (2)	8/20/1997 9:42:00 PM
From: nihil	of 328

When did Intel ever have a monopoly of x86? IBM supposedly selected the 8080 for the PC because it already had a license to manufacture it! And Intel is not limited to Windows. It has said that Merced (P7) will not be tuned to Windows because it has a partner (HP) involved, and it may be that the first release will run Unix and not Windows anyway. Today, there are a couple of million people running Unix (Linux) on Intel silicon, and Sun is selling Solaris for Pentium (Unix system) for less than $50 to staff and students. Intel's great advantage is its huge and growing number of fabs and its movement to .25 micron and .18 micron process and 300mm wafers. No one will be able to make any chip any cheaper than Intel, and it will be able to maintain its profits by switching to the highest margin mix available.

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