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Technology Stocks : Wintel's Demise
MSFT 506.99-1.5%3:59 PM EST

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To: drmorgan who wrote (1)8/20/1997 10:32:00 PM
From: Urlman   of 328
 
Derek, here's the first Usenet post. It's spreading like wildfire...

Subject: Intel kicks Microsoft out of its bed to invite in Sun
From: jim@jimbrooks.NOJUNKMAIL.org (Jim Brooks)
Date: 1997/07/24
Message-Id: <5r67tn$oc8$2@nntp2.ba.best.com>
Newsgroups: comp.lang.java.advocacy,comp.lang.java.programmer,comp.lang.java.machine,comp.sys.intel,comp.sys.mac.advocacy,comp.sys.mac.misc,comp.os.ms-windows.misc,comp.os.linux.misc,comp.os.os2advocacy
[More Headers]

Intel Corporation has been performing strongly, earning huge profits
from its latest overpriced processors by the sales of new PCs.
However, two factors are causing a dark cloud to form over Santa Clara.

One factor is the declining ability of Microsoft's software to
signifcantly slow down the Pentiums from a few years ago, which would
make users feel that their Pentium system is becoming obsolete.
Unfortunately for Intel, gradually fewer users are upgrading their hardware.
This wasn't the case years ago: Microsoft could easily demonstrate that the
80286 was incapable and the 80386 was hardly adequate in terms of speed.

The second factor reinforces the first factor: Intel's latest
technologies (processors, MMX, PCI bus, new motherboard designs)
have grossly excessive performance for the typical user,
which also contributes to lengthening the hardware upgrade cycle.

But while Intel frets, Sun comes riding in like Intel's white knight.
Sun has the perfect solution for Intel's dilemma: the Java Virtual Machine.
Intel's hope is that tomorrow's software will increasingly be written
in Java, causing the Pentiums sold a few years ago to be bottle-necked
by the appallingly sloth-like Java Virtual Machine. With user's then
noticing that their Pentium effectively runs at 10% of its original
speed while being bogged down by a Java interpreter, Intel's profits will
surge yet again.

| | Jim Brooks
| _ | mailto:jim@jimbrooks.orgNOJUNKMAIL
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