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Technology Stocks : Intel Corporation (INTC)

INTC 39.96

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To: Bill Jackson who wrote (74825)	3/1/1999 3:38:00 AM
From: Amy J	Read Replies (2) of 186894

Bill, Re: "The small numbers of BE, Apple, Linux, etc are just noise on the MS graph. So MS has a de-facto monopoly" ------------------------------- Perhaps key deterministic factors are: 1- was Win98 priced against a competing OS product? 2- do 25k Win apps create a barrier to entry for a new OS? 3- as the OS evolves, is the competitor (whose software needs to go into the OS) receiving fair market value for their company from MS or another competitive bidder? MS will have a hard time winning point #1. But Intel's investment backing into Linux will help MS win point #2. And the Netscape-AOL $4.5B deal will ironically help MS win #3. Portal biz is a significant industry shift - it'll help MS point to a "competitive and changing landscape." Personally, I think competition from Linux will be healthy for MS. It'll make a better NT. Good for MS and Intel. Re: "MS made Lotus crash on purpose." Really? MS-Apps gets Win betas the same time Lotus & all does. This rule goes counter to your comment which is really based upon the following cultural prank: There's a natural tension between the PM, who manages the project, and the programmers. It gets released thru harmless jokes. The higher the tension, the riskier the comments/pranks, probably to the point, some joker put in the code you claim was in there. Big difference between unexecutable hidden code (as a harmless outrageous joke) and executable code that's called. I'd be really shocked to hear it was called-to-action executable code. Re: "good secretaries no doubt." There are definitely no secretaries at MS. There are administrative assistants. Amy J

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