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

To: FJB who wrote (51522)	3/29/1998 11:41:00 AM
From: Fred Fahmy	Respond to of 186894

Bob, <zero competitors on the mainstream desktop> Not quite zero....some people still prefer and use OS/2. I know several people both at home and work who choose to use OS/2. While OS/2 users are admittedly a very small percentage of the total PC population, they are not "zero". FF

To: FJB who wrote (51522)	3/29/1998 11:44:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Robert, >>>Mary,RE:$24.7B...That's approximately what they did in sales last year for the whole business. I don't think you should expect them to do that much in sales on 65% of their unit sales. Maybe some years down the road.<<< Do you really think it will take them several years to have 65% of their (high end) unit sales achieve 75/80% of their total revenues? Have you given this any real thought? Mary

To: FJB who wrote (51522)	3/29/1998 12:20:00 PM
From: Mary Cluney	Respond to of 186894

Bob,>>>RE:Microsoft and P/E....They have a negligible marginal cost of production and zero competitors on the mainstream desktop(Apple and Linux don't count).<<< Are programming, marketing, sales, distribution, and customer service expense completely R&D? You got me there, when it comes to accounting - I haven't a clue. But I think I understand competition a little better. Would Apple, IBM, SUNW, and Linux be less serious as competitors to Mister Softee (MSFT) than AMD, NSM, and IDTI is to Intel(Mister Tough Guy)? On the other hand aren't Intuit, Novel, Oracle, Corel, Netscape, Broderbund, and thousands of other software companies also competitors? How much (either in total or percentage) are MSFT revenues are in this part of the software market? And who might other Intel competitors be in significant portions of their revenue stream? Mary