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

To: Tenchusatsu who wrote (91856)	11/8/1999 12:14:00 AM
From: Bill Jackson	Respond to of 186894

Tenchu, All OSs are natural monopolies, even linux, even if it is free as they use their copyright to ensure the price they want is the price they get(free for linux). Now 15 years ago the MSFT OS was less than 1% of system cost. Now the MSFT OS is as high as 35% of cost on low end systems that are not OEM based. Same for the MSFT word processors, etc. Even as the numbers grew, so did the price, giving a geometric increase in pricing with a linear cost of production under $1 for OEM distributions. Hardware has 10 people making most things, except for the CPUs and so is intensely competitive in the classical sense with many players competing. The CPUs were not as competitive and had far larger margins in the Intel monopoly areas. Intel would compete on price only where they had a competitor. Now Intel is in the position of being second in the speed race(I do not count the 733 copperminus as a true release for the same reasons that Intelabbees did not count the Athlon as released....none to buy on price watch yet) so Intel is getting into dirty tricks and other non competitive barriers to AMD. Big trouble for Intel coming as this will weaken Intel not strengthen it. Bill