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Technology Stocks : Wintel's Demise
MSFT 517.03-0.2%Nov 3 9:30 AM EST

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To: Thomas Mercer-Hursh who wrote (133)9/12/1997 11:18:00 PM
From: Bill Jackson   of 328
 
Thomas; There will be a number, differentiated as to market and costs for both the home and the office. They will become one trick cowboys, in a way, as they shed the full versatilty of a Wintel box to do the office thing or web thing very cheaply, and very stably, as they will be virtually crashproof, like your microwave oven. Cartridges for the assorted games are feasible, with a phone jack on the cartridge?. The growth of the internet games will spread from WIntels to the NCs and also to the dedicated game boxes, which will soon have a modem port of some kind. At this point a web cartridge or an NC cartridge is quite doable. Small featured word processors do not use much ROM, same for a browser in ROM.
An ecological niche has been identified, soon it will be populated by assorted species, some will live and some will die. This will be an intersting period. The demand for Wintel boxes might just imploed, as the $200 boxes take away the web access, and small word processor jobs. They will do well as long as they keep the games alive. At the same time the game makers will contest this ecology.
Bill
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