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


To: Paul Engel who wrote (44433)1/8/1998 4:09:00 PM
From: David S.  Read Replies (1) | Respond to of 186894
 
Paul, Re: The Microsoft world beats the heck out of a Tower of Babble.
That was exactly my point with regard to the Intel CPU platform
in my reply to John Fowler two days ago.

<<Post # 44212
John, I like your arguement and agree with it 80%.
But, there is a difference here with computers that
make the processor compatibility almost as important
as performance. Most products we buy, even
electronic products, pretty much operate stand-alone.
Coke tastes good reliably, BigK soda is doubtful.
Zenith TV is on par with Sharp TV and so on.
But most computers have to accept a variety of
programs that are highly sensitive to the CPU
architecture. We are a long way from fault free
software. And most computers, in companies and universities
and among friends are subject to a lot of sharing
and interaction that is equally sensitive. The Intel
platform provides that compatibility, and the box
design, the added features, power systems, etc. and
other box maker added-values aren't all that important.
So I withhold 20% from your arguement, and that is
why Intel is almost a monopoly and Apple is almost dead.
Compaq may want to fuss and fume about this, but they
can't win this issue as long as the internet keeps
growing and companies want to share data between workers.

Regards, David S.
Long on Intel and Iomega>>

That is why Intel has to beat out AMD for at least the next 5 to 10
years. CPUs have a peculiar architecture and once one becomes
the lingua franca, so to speak, for computer speak, then software
run on other CPUs will have problems. We all know what
a pain in the ass it is to solve intercomputer problems. What MIS
manager wants to take on hours and hours of unraveling just
to save $100 per machine and so that Compaq can have
improved margins. Since the purchasing decisions of the big boys
determine what junior at work wants to have at home, and since
what many juniors at home share with other juniors at home (family
and friends)...... Logic therefore prevent any educated consumer
from going with anything but an Intel machine. Maybe quite a few
first time buyers who are late in the game, but only a few of the
wiser wallets.

Everyday I curse being stuck on the Mac platform for the last few years
because I am locked out or delayed in about all new applications.
Thank God, the Mac does most of what I need for work. When
I jump back to the PC platform, hopefully soon, there is no way
I would go with a K6 or other off-brand chip and heap on myself
all sorts of compatibility troubles that have been ignored or unforseen
by AMD, etc.

Regards, David S.
Long on Intel and Iomega