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Technology Stocks : Intel Corporation (INTC)
INTC 38.16+2.5%3:59 PM EST
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To: stak who wrote (43729)1/3/1998 5:14:00 PM
From: Jay  Read Replies (2) of 186894
 
stak Re : "Under no circumstances can IA-64 run predominately on a Microsoft O/S"

I greatly appreciate your series of posts as I am sure have the others.

1. With Oracle weakened, SQL server gaining, thin-client computing,
Java as an attempt to kill MSFT etc. the war ahead is going to be
something to see. Just having an alternative to a MSFT 64 bit OS
is not enough to guarantee success IMHO

I think the DOJ realizes the enviable position MSFT is in and will try
its utmost to weaken that position.

2. What do you think about the current talk about using the vertical blanking interval to push Internet data to homes?

3. On top of all this uncertainty is the talk about a coming 25% crash in the entire market.

I think a lot of very smart people in DC realize the stake that the general public has in the market and will do whatever it takes
to prevent the latter scenario - what do you think?

4. I'm sure Intel realizes its weak position being purely hardware
oriented - but what can they do other than slowly integrate more
and more of the PC functionality into their product?

5. One critical problem is that Intel is forced towards "open" standards
in whatever it does whereas MSFT rarely is in such situations.

6. Remember though that MSFT has a $28B liability for employee
stock options - anyone know the figure for Intel?

All the IMHO
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