Wintel's Demise Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Wintel's Demise

MSFT 514.77

-0.4%

Nov 4 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Jackson who wrote (103)	9/8/1997 6:23:00 PM
From: Christine Traut	of 328

Bill: My parents were very proud to be on the FBI's subversive liberals list, so I guess I'm following in a grand tradition. Seriously, Gates is a very smart man and believe me, he is more convinced of the demise of the current (note current) Wintel model than we are. This explains 425 million for Web TV, one billion for high speed cable access and lord knows how much for content development. By the way, I LIKE Slate - I don't care if it is a print magazine on a Web site. The Real Audio poetry readings are fantastic. What amazes me is that Mr Market keeps valuing stocks like Dell, CPQ, GATE as though everything is going to continue as it has been and people will buy $2500 PCs and upgrade to the next Intel chip architecture. Check out the current Information Week online for an article detailing how corporate PCs will be under $1,000 by the end of the year because no one wants NCs to have a chance. If NCs were such a bad idea, would everyone be slashing PC prices?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next