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To: LLCF who wrote (28370)	10/15/2000 10:41:20 AM
From: Andy Thomas	Respond to of 436258

-- Isn't there quite a bit of concern about INTC's growth rate going forward as well as what is their "operating proits" growthrate has been [as opposed to investments in stocks]? -- i suppose so. to me it is more of a 'gut' feeling. the wintel monopoly in particular is a pretty facade with a crumbling foundation. i do know i won't be buying any intel cpus or msft software any time soon. with amd/linux (and these are the least of their worries) intel/msft are faster approaching irrelevance. the biggest challenge for both companies is in adapting to the small device, wireless world. a lot of the new consumer computers simply won't need an 800mhz pentium, let alone an itanium. these new computers don't necessarily have to have windows on them either, except as required by members of a certain cult. intel's low-volume high margin strategy will doom them. msft is even worse off, because intel is looking for other people to work with in the os space and msft still hasn't broken into the small device world (wince takes too much battery power, developers moving over to the palm in that space) now they're saying msft is going to be 'open' with the investment in corel. well i'll believe that when i see it. until i see msft providing open source and functioning as a service company i will remain mystified that so many people buy into their party line, "pay no attention to the man behind the curtain." in my opinion the entire wintel phenomena is an historical anomaly, and it all appears to be 'reverting to the mean.' now i've taken a lot of flak on the 'how high' msft thread over the years but it appears as though now, the views of people such as myself are finally beginning to be vindicated. intel/msft... both are deservedly single-digit p/e stocks (at most, sub-20)... most people simply haven't realized it yet. ho ho ho... andy (legend in my own mind)