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Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%Dec 1 3:59 PM EST

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To: stak who wrote (68833)11/20/1998 6:58:00 AM
From: GVTucker  Read Replies (1) of 186894
 
stak, RE<<''Intel could enter the operating system market and if the price of operating systems dropped, it could raise the price of the chips,'' said Warren-Boulton. ''It is a potentially dangerous entrant.'' <<

Seems to me that when you look at competitive advantage today, Intel has it over MSFT. Intel has the Fab capacity that MSFT cannot duplicate. MSFT has an OS that is inferior to a free OS. There may be a lot more to the Red Hat investment than Intel is letting on.
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