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Technology Stocks : CHPS

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To: Peter who wrote (2582)12/22/1997 9:33:00 AM
From: Timoteo  Read Replies (2) of 2740
 
Peter, I was thinking of the MSFT deal to, but don't believe the analogy is that strong. MSFT's os is necessary to run most of the software on the market (certainly a monopolistic proposition). In its current configuration, "requiring" the use of Explorer is arguably an anti-competitive process. I think justice will have a much harder time once the browser is seamlessly integrated. Same argument for any other capabilities like voice recognition. MSFT already includes accessories in its os so where do you draw the line. INTC on the other hand possesses key technology (MMX licensing for example) but the horizontal integration into video chips is not itself anti-competitive. If INTC required the use of their video chips, there might be an argument. If it is integrated, like the cyrix chip, there is that gray area again. The big difference is that the consumer does not "need" INTC for anything; AMD and Cyrix will do just fine.

Timoteo
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