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Technology Stocks : How high will Microsoft fly?
MSFT 488.14-0.8%10:53 AM EST

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To: John Chen who wrote (11984)11/1/1998 1:16:00 PM
From: ed  Read Replies (1) of 74651
 
Free PCs offered by ISP is very bad for the hardware companies like CPQ/DELL/HP/Gateway/Sunw/IBM, by offering free PC / free workstation by the ISP, the business of all the hardware companies is completely eliminated. Thinking of the Celullar business, the hardware used to be hundred dollars, and now it is free
offered by the service companies. For PC, it is even worse, because those ISP can order the PC directly from the sub contractors , which will bypass companies like CPQ/DELL/Gateway/IBM/HP, because the ISPs controlled the market , and Internet access is a must for the future PCs. So, what I see is if the ISP provide free PCs as PC price keep dropping, we will eventually see companies like CPQ/DELL/IBM/HP out of business.

Yes , if the PC is linked automatically once its boot up, we do not need an OS in each PC. The control of the PC is given to the OS from the Internet , once the PC was linked to . So, this again will make Microsoft's OS business very vulnerable. I think that is what NSCP and AOL is up to about this DOJ case. They want to use the political power to destroy MSFT which they can't in a free competition environment.

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