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

To: Proud_Infidel who wrote (50280)	9/29/2000 12:21:53 PM
From: Dave	Read Replies (2) \| Respond to of 74651

"Yet buy a non-Wintel product from AAPL or SUNW and you will pay 3-5X the price for essentially the same thing." That's a good one. But you've got it backward. You can buy an iMac for about $649 that can do faster image processing that a WinTel machine that costs 3x as much! Macs are a little pricey at the high end, but at $2495 you can buy a PowerMac with two 450 MHz G4 processors capable of doing 4 BILLION floating point ops per second using the vector unit. If you are rendering 3D film sequences you would have to buy a small render farm of WinTel machines to equal that. Or maybe by "essentially the same thing" you just meant "computer". In which case you're right, because you can get a dirt cheap WinTel machine that plays ads for you and requires a 5-year subscription to hellish, slow Intenet.

To: Proud_Infidel who wrote (50280)	10/2/2000 11:51:12 AM
From: Jon Stept	Respond to of 74651

Brian- re: Jackson as improper... Hi Brian, I think Jackson would be improper if it were a judicial case, but since he is the judge and jury in this case his bias is consistent with his role. Your comment about AAPL and SUNW being 3-5X more for essentially the same thing is weak in some respects because AAPL and SUNW are finding lots of customers for their products, so they must not be the same. The promise of Wintel offering comparable functionality for a lot less money remains, but the cost benefit is not enough for the masses to move to the Wintel platform... yet. Once Wintel gets it together and starts selling into the booming internet/enterprise server market and competing with SUNW and ORCL head-on, it will get interesting. Especially since SUNW and ORCL seemed to have played their very last card- "protect me because I am being wronged"- first. SUNW and ORCL may find themselves like AAPL as the high end server market matures further- relatively expensive and proprietary. Looking back Wintel replaced a lot of IBM mainframe stuff with Windows 3.1 and Novell at the server. Then they took Novell share with NT. Once Datacenter matures.... My argument assumes that Microsoft will come out of this vindicated. In my opinion. Jon :)