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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: johnd who wrote (42414)	4/17/2000 4:16:00 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 74651

re: Wintel: I guess you haven't heard the latest. Wintel is in the midst of a trial separation, and there are rumors of divorce. Windows caught Intel in bed with Linux, so she started spending time processing on AMD, in revenge. I hear she's moved out of her old house in PCtowne. Last seen, she was renting a small place in InternetVille, but is negotiating to buy a big piece of property there. It's not that they don't enjoy each other's company, but they just sort of drifted apart, and now find themselves with different interests.

To: johnd who wrote (42414)	4/17/2000 5:33:00 PM
From: SunSpot	Read Replies (1) \| Respond to of 74651

I have just been reviewing a thesis on marketing on the internet. Amongst other things it says that when the supply chain is getting optimized with electronic sales and distribution, the best position to be in is at the back end. Intel Supplies the microprocessors, Red Hat, SuSE and Microsoft supply the operating system and companies like ours produce applications. The bad thing about Microsofts business model is, that it needs turnover on licenses for its products, otherwise those products will not be supported any more. Linux doesn't have that problem, and even the oldest versions are still supported, because the business model for supportes is to get paid for support. Intel delivers hardware. As it looks now, the need for processors will increase for many years to come. Therefore Intel is a better long-term investment than Microsoft. (Got some INTC stocks...) The term "Wintel" only exists on Microsofts behalf. Intel already skipped Microsoft as primary partner and invested in Red Hat, SuSE and other non-Microsoft technologies, that will use Intel processors.