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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Thure Meyer who wrote (18204)	3/26/1998 1:50:00 PM
From: Reginald Middleton	Read Replies (2) \| Respond to of 24154

<To paraphrase "tech guys don't understand business". Its kind of a "gee whiz" approach like "you can't knock success" or "what works, works". That is simply your bias but it is not grounded in fact.> It may not sound nice to tech guys, but history has proven this fact. Witness your comment that the Chip production and design is not a black art. That is irrelevant, customers and investors don't buy into production, they buy into whole products which consist of much more than chips, bits, and bytes. <Notice the lack of clever Intel management at each point.> You forget how INTC mgmt singlehandedly fought off the industry's first N.O.I.S.E. group by beating back the first and second major attempts to RISCify the PC industry. You remember the Motorola, IBM etc. attack. There decision to leave the memory industry (why can;t SUNW and ORCL see the light of the cannibal?). Thier cannibilation of the more powerful upscale sectors - first workstations with the Pentium and PII, then servers with the PPro and PII, next mainframes with Merced... I suppose this was just dumb luck...