MSFT Internet Explorer vs. NSCP Navigator Message Board

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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Daniel Schuh who wrote (18185)	3/26/1998 10:46:00 AM
From: Reginald Middleton	Read Replies (3) of 24154

<Celeron is pretty funny, even though I don't make fun of Intel in general. I was going to rag Reggie about it, but it's hardly worth the effort.> It may be funny, but I guarantee you people will buy it. <Medium/long term, nothing stays production bound. Intel could triple prices, and AMD/ Cyrix/ IDT/ IBM/ whoever would either increase production, or do their own gouging.> AMD hasn't made money in who knows how long. If they could increase production they would do it right now. That pretty red ink across thier financial statements is not what mgmt. had in mind when they made the K5/6. Obviously teh chip business is a black art. Nobody seems to be able to even come close to INTC in this arena. Once teh PII architecture fills in the low end (coming to your neighborhood soon) and the Merced is released in tandem with NT 5 (even Sun. DEC, IBM, HP, SCO and the rest of the usual RISC/Unix crowd are cowtowing to INTC) there will be an effective monopoly in the chip business. No Wintel complaints please, this one is due "SOLELY" to superior management execution.

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