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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: K. M. Strickler who wrote (17209)2/7/1998 3:49:00 AM
From: nommedeguerre  Read Replies (2) of 24154
 
Ken,

>>I didn't know MSFT 'sold' the hardware boxes,

From what I've been told they do have 'incentives' for using particular hardware. Sort of a 'steering' committee on certain things. What about those billion dollar investments in the cable industry? You don't have to own the whole company to benefit from its hardware sales.

>>I wonder how much power it takes to 'cool' a 1GHz processor? Liquid Nitrogen ought to do it!

Since copper has less natural resistance then a doped semiconductor material I would say that the 1GHz chip might actually produce less heat then the current Pentium II. Pick up a text on semiconductor physics and do the partial derivatives on the energy necessary to promote the migration of electrons through a semiconductor for various levels of conductivity then you'll know why the copper technology is true innovation vs. widget juggling.

Microsoft can produce software for any chip it wants to; what makes everyone so paranoid about IBM? Everybody seems to think free-market forces are what's 'guiding' product development until IBM enters the sentence. Suddenly "Microsoft is at a disadvantage". What disadvantage could that be? What competitive edge will IBM take away from Microsoft?

What if IBM refuses to sell processors to OEM's unless they agree to pay a license for Rhapsody instead of Windows? Everybody wants Windows by instinct so its obvious they will refuse the OS that comes with the 'processor' and gladly pay the extra cost of installing Windows. The only thing that changes in the equation is substituting Rhapsody for Windows and the PowerPC for the Pentium. The scenario is the same -- one supplier of processors, guaranteed to come with a particular OS. All kinds of choices are still available as Reggie points out all the time. Of course MSNBC will have to post a new chant for the sheep: Microsoft good, IBM baa-aa-ad.

If MSFT products are what you like best then more power to you. If Office2000 is written in Java running on Rhapsody on a 1GHz PowerPC, would you really care as long as it still functions the same?

Cheers,

Norm
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