Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Keith Hankin who wrote (23878)	4/5/2000 8:23:00 AM
From: Reginald Middleton	Read Replies (1) \| Respond to of 24154

Contrary to popular media belief, you can't base your business on grwoth. You have to base it on absolute numbers (where the PC is still king). The fastest growth will be via WAP on cell phones, and it is a gamble to bet against MSFT there when you don't have to. Most things that run on IE4 will easily convert to WAP. Other than WAP, the PC will still remain the growth king, and the the king in absolute numbers. Trust me on this, one, I have done my research. What most people predict as non-PC devices will simply end up as cheap PCs. The Intel box economics are too attractive to attempt to build a new or proprietary architecture. Ask Sun, Oracle, IBM and everyone else who tried to push the Javastation, the NC, the network appliance, etc. etc.