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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Mitch Blevins who wrote (28434)	8/20/1999 5:30:00 PM
From: ericneu	Respond to of 74651

With AMD bleeding like a stuck pig, will MSFT buy them out to avoid becoming Andy Grove's bitch? Comments/opinions? --- Not a snowball's chance in you-know-where. Microsoft would have zero to gain by trying to develop CPUs, and billions to lose. First, the semi business is far too capital-intensive. Second, the PC wars are very beneficial to Microsoft (driving software volume) as long as someone else is the company packaging $20s with every CPU. (All JMHO, of course) - Eric

To: Mitch Blevins who wrote (28434)	8/20/1999 5:35:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 74651

CPQ's decision to stop NT development for Alpha is, imo, not a slam to NT. It is the death of Alpha. We all know that CPQ is in deep doodoo and that Alpha sales aren't exactly stellar. With Merced somewhere over the horizon, Alpha's days are numbered and everyone at CPQ knows that. So the decision to poor more development money into the next Alpha chip must have been made to the negative. If so, then why poor more money into OS support? Too bad.