Wintel's Demise Message Board

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Technology Stocks : Wintel's Demise

MSFT 512.14

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9:51 AM EST

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To: Bill Jackson who wrote (106)	9/8/1997 9:58:00 PM
From: Christine Traut	of 328

Bill: Thanks for your detailed and excellent post explaining the many factors that are driving the price drop in PCs. I have one more. It's radical, but I'm a radical. :) The computing public has pretty much decided what we want to do with computers. We want to go on-line. We want to communicate. Because we have decided what we want to do, there is very little justification for a general purpose CPU for the user. I have been saying since last November that "the real threat to Wintel is a Nintendo game player with an AOL cartridge". My smart Intel friends have been nodding since I first mentioned this. That said, Andy Grove and the boys are not going to relinquish their market position without one heck of a fight. The market opportunity is in what I call the 'squishees'. As a start, I would say that every box maker (Dell, Gateway, Compaq) looks way overpriced at the moment. And all three have significant insider sales last week.

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