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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (91795)	11/5/1999 11:37:00 PM
From: f.simons	Read Replies (1) \| Respond to of 186894

>>Wonder what they think overseas.<< Microsoft ruling, school shootings, weekly disgruntled employee shootings, blaming Mexico and Colombia for our "drug problem", economic boycotts of any country that doesn't kiss our a**, more handguns than people. I live outside the country, and what they think isn't pretty.

To: Road Walker who wrote (91795)	11/7/1999 9:57:00 AM
From: Amy J	Respond to of 186894

RE: "I wonder where the industry would be if it were not for the compatibility that the Windows OS provided. Monopoly or just very successful product, it brought a common platform to the PC. Would we be where we are now with several competing operating systems?" Hi John, Exactly my thoughts. Windows aided/fueled industry growth by providing standards and compatibility . RE: "Will this open the gates (note small "g") to individual lawsuits against MSFT by "competing" companies?" Good question. Do any lawyers on the thread know? RE: "I could be wrong, but I can't believe this is a positive for the other half of Wintel." Intel could be impacted both positively and negatively. More on this later. RE: "But this feels uncomfortable." It does. I was very concerned when I first heard the ruling, however, after reading the Findings of the Facts (FF), I am less concerned (still concerned, but less concerned). The Findings of Facts indicates which items/pricing policies the government took issue with, so it provides insight into what corrective actions it could possibly demand, if this is not appealed. I'll try to list some of these in my next post. RE: "Please pardon some random thoughts on a unique " I enjoy reading your posts. Amy J

To: Road Walker who wrote (91795)	11/7/1999 11:04:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Thread, about the ruling on Microsoft, and the potential impact on Intel: If the government imposes corrective action on the items it extensively lists in the Finding Of Facts, this is my guess at what could result: POTENTIAL PROS: - Intel becomes more powerful; Microsoft's leverage over Intel with OEMs decreases - Intel would be free to develop operating system independent APIs and DDIs to promote new microprocessor features, without fearing Microsoft will withhold Windows support for Intel Architecture, as the FF reports it did with Intel's NSP POTENTIAL CONS: - Intel has stated it wants to become the building block supplier to the Internet. Problem: this requires industry standards. Success in the network business requires a common set of industry APIs, not a zillion different ones from every single vendor. To the extent Intel disables Microsoft's lead on being the depository for APIs/DDIs within the OS, would Intel possibly be disabling itself? - In the worse case, a full-blown APIs war ensues between the industry giants (not immediately, but after several years have passed for the power of Microsoft to be diluted so that it no longer has control over APIs/DDIs.) Instead of Windows being the common depository for all 10,000 APIs, the industry may suddenly experience a number of competing APIs from every big player (LU, Cisco, Intel, IBM, Nokia, Sony, Microsoft, Motorola, etc.) resulting in incompatibility issues and one of the world's largest gridlock, which pretzels innovation, stalls the industry, and no one wins - Incompatibility of standards is the biggest threat to industry growth. Will the large, competing companies have the foresight to realize it's better to work together on standards, than ship competing standards which result in an industry packed-full of incompatibility with no clear winner, which could result in dividing engineering design time/costs onto many different competing factions, with no net gain? Amy J