Wintel's Demise Message Board

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Technology Stocks : Wintel's Demise

MSFT 516.91

-0.2%

Nov 3 3:59 PM EST

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To: Urlman who wrote ()	9/13/1997 7:38:00 AM
From: Jurgen Trautmann	of 328

What do one need to beat Intel? He must have all strength of Intel (definitely ALL) and AT LEAST one marketable advantage to Intel. A) Here points you can get by spending (huge amounts) of capital: 1. At least comparable technology earlier available than from Intel 2. The same production-capacity by faster growing percentage of sellable cpu's and at less cost. B) These are points only accessable by a long successful fight in the markets: 1. A worldwide net of sales-relations and distribution 2. The image and the popularity to offer the winning trademark and the numbers proofing that. 3. A net of agreements and connections with computer- and software-industry allowing to compete with Intel To "A" the most important question: Who has time, money and strength to begin this war? And, if really such a competitor would exist, why should he try that? It's a yesterday-branch with a limited future. To "B" the most important question: Such kind of war would be never marketable. If I'm wrong - would you invest a strong position of your assets in a weak stock for at least five years? Did you buy AMD, Motoroly, Cyrix or IBM five years ago? IMO - a meaningless discussion. Jury

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