Good for you Gene. You think I'm upset about Microsoft? Mordantly amused is more like it. Mordant only comes in because the idea of the world being run by the purveyors of Windows 95 is a bit scary. Who's going to reformat and reinstall the world when it crashes?
As to Intel, I got nothing against them, they got good engineering. I'm just glad to see them under some competitive pressure. I'm sure they'll do fine one way or the other, a business doesn't require 60% margins or whatever Intel traditionally made on microprocessors to be sound. But, I'll say again, there's no going back from sub-$1000 PCs, and it's going to be hard to find those fat margins on high volume parts in the future.
Investing? That's another dead horse in this particular forum, Microsoft has its monopoly and knows how to use it. That is a very valuable asset. Drop a neutron bomb on Redmond, it wouldn't impact revenue much for years. If a skeleton PR staff survived to ritualisticly explain the slipping ship dates, who would know? Netscape, I find interesting on the free source issue, but that doesn't make them a good investment. If this forum was really about the relative merits of MSFT vs. NSCP, it would have gone dead about post 8000 or so.
Congratulations on your timely MSFT and INTC purchases, though. Think they'll be up another 6x in 2001? It could happen. . .
Cheers, Dan. |
