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

To: Amy J who wrote (91842)	11/7/1999 11:56:00 AM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Amy, my initial thoughts on the ruling is that it is a net positive for Intel, for 2 main reasons. It will reduce Microsoft's bargaining power in the PC business. This will result in a lower cost structure for the PC (i.e. Microsoft wont be able to charge what it is charging now for its licenses). Second, it will force Microsoft to innovate and get products out to market faster. I think we're starting to see this with Windows 2000. If Microsoft wants to be a player in Enterprise Computing, they need to ally with intel and put out innovative products. The ruling puts more pressure on Microsoft to be a major player in this new market since their gravy train in the Desktop PC market may be over. I agree with your comments about industry standards, but the days where 1 company will set the standard is over. We'll see a few coalitions competing for the standards. I feel confident intel knows how manage this process. As for "solutions", I don't think there will be a breakup (25% chance), but if there is, i think Microsoft is worth more broken-up than together. Most likley scenerio is changes to Microsoft licensing/bundling policies. I'd be a buyer of Microsoft if there is a big knee-jerk response. joey