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Technology Stocks : Intel Corporation (INTC)

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To: Barry Grossman who wrote (40944)	11/23/1997 7:43:00 PM
From: Lee Penick	of 186894

Barry, Re - "Supporting this roster, plus 200 or so bench players like Chayes, probably costs Microsoft much less than $100 million a year. That's a whole lot less than Gates might spend on another alliance with a cable company. This side bet on research, however, may prove to be the gambit that distances Microsoft forever from the competition. Of the next four biggest independent American software companies--Computer Associates, Oracle, Novell, and Sybase--only Novell has a basic research group, and it possesses a skeleton staff." Nice article Barry. Nice to see them thinking at least two quarters ahead! <g> Lee

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