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

To: Amy J who wrote (168231)	7/15/2002 7:34:46 AM
From: Amy J	Respond to of 186894

(continued, the edit window expired) By, "as well as possibly block and tackle anyone Intel supplies to that MS doesn't like, without Intel being able to resist it." In case it wasn't obvious, I meant, i.e. as well as possibly block and tackle anyone - from entering the market with this feature - that Intel may wish to supply that MS doesn't like, without Intel being able to resist it. Even though this shifts some small control over to MS from the probably precariously balance that was most likely too much in favor of Intel (and probably still is), from an INTC standpoint, whether Intel sells M (market size) to a zillion players or to just MS (due to MS's competitive thrust unrelated to Intel), it's still M for Intel. No market loss to Intel. So, win/win. Regards, Amy J

To: Amy J who wrote (168231)	7/15/2002 7:41:14 AM
From: Dave	Read Replies (2) \| Respond to of 186894

Amy, I doubt Microsoft is going to enter the graphics chip business. Instead, I believe that Microsoft will incorporate these patented technologies within their Operating Systems and Gaming Platforms and offer to license their IP to other companies in order for those "other companies" to produce graphics chips that are supported by Microsoft. In fact, I believe that Microsoft did not "update" the patent. Instead, I believe that when Microsoft purchased the IP of SGI, Microsoft purchased SGI's patents and pending patents, which at the time were patent applications. The reason why this is interesting is that Microsoft could create demand for their own technology by incorporating it within their Operating System. Unlike Rambus whose future was tied to Intel, a third party; Microsoft's graphics technology is controlled by.......Microsoft.