Wintel's Demise Message Board

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Technology Stocks : Wintel's Demise

MSFT 506.99

-1.5%

Nov 5 3:59 PM EST

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To: nihil who wrote (8)	8/25/1997 2:12:00 PM
From: Frank	of 328

IBM selected the 8088, not the 8080. The 8088 had an 8 bit interface instead of the 8086 16 bit. I don't believe they got cross licensing to manufacture the chip from Intel until IBM got a 30% equity stake in Intel to keep them from going bankrupt in the mid '80's. IBM had to float them a $250 million loan to keep them solvent. With the Intel margins eroding due to competition it is doubtful that they can maintain their investment rate in new fabs at their classical pace. As far as the highest margin mix, they have said they have no interest in the low end and they are leaving the socket 7 business. Is that not painting themselves into a corner? What is this margin mix you are talking about? If your mainline product becomes a commodity you have lost all control vis a vis pricing.

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