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

To: Daniel Schuh who wrote (100506)	3/7/2000 11:32:00 PM
From: rudedog	Read Replies (1) \| Respond to of 186894

Dan - Win2K is for commercial use. It has a fairly long and complex qualification process for hardware certification. Most of the OEMs adopted a strategy of qualifying a few of their hottest-selling commercial boxes - this reduces the test matrix, and also the number of different products they have to support. GTW has been selling AMD into the small business space, and lots of people have been buying "consumer" machines like CPQ Presario as small business machines as well. As W2K ramps up, I would expect that those companies with a consumer line which "crosses over" would start offering W2K and would go through the certification process. Initially, most vendors are just treating W2K like the replacement for NT4, and are selling on those models where NT was sold. I don't by any means intend to belittle Intel's competitive spirit or suggest that they would be timid about pushing their agenda. I'm just saying in this situation, and at this time, I doubt if they have the ability to influence OS choice at the vendors. And it remains to be seen if W2K will displace Win98 on corporate desktops, or just replace NT... so for the next year or so, lots of commercial customers - about 80% by most estimates - will be buying Win98 for the desktop, and they can certainly buy Athlon platforms to do that if they want. AMD makes the same money no matter what OS is used - as does Intel... I like the way your mind works though - I enjoy a good conspiracy theory but would never have thought of that one.