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Politics : Ask Michael Burke
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To: Activatecard who wrote (30163)7/23/1998 5:13:00 PM
From: Knighty Tin  Read Replies (3) of 132070
 
Steve, Kathleen posted the URL on a piece I wrote about 90/10.

I have no position on Intel right now. Basically, I think they are hurting puppies, but they do still have close to a monopoly in the mpc business. The company has not had a new idea since the original X86 concept. Everything since then has been improvements to that product. There is nothing wrong with that, but, IMHO, Intel's dominance of mpcs and their lack of innovation is dangerous for progress and innovation in our business. With its Wintel partner, MSFT, which has never had a new idea, they are good mfrs. who may be old and in the way in the next generation.

So, I wouldn't buy the stock with Saddam Hussein's money. And I don't want to buy puts because they are still the dominant player. But I hope somebody steps up and challenges them and gets technology moving forward again.

MB
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