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

To: Daniel Schuh who wrote (18674)	4/21/1998 3:51:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 24154

Microsoft, Justice Dept. Speak Up nytimes.com And the early reading is good for Bill. That's ok, the whole sacred icon thing was pretty silly, time to move on to the larger action. This is the AP story. Microsoft Chairman Bill Gates told CNNfn on Monday night that the software maker was willing to begin a public fight to protect its stance. Like, it's been a private fight up till now? Like, the PR guys have been strangely silent? ''The people believe in allowing great products to move forward, and there's been a lot of misinformation put out by the competitors,'' he said. ''They're willing to spend a lot of money, and so I guess that's a new area of expertise that we'll have to develop.'' It's a grass roots movement! The people raise their glasses to the noble Bill! He's taking us where we want to go! As far as misinformation goes, there's a certain irony in the masters of megahype marketing and FUD raising that issue. I guess the expertise of the Steve Bartko era has dissipated, and Bill's got to relearn the dirty tricks game for scratch. He can always call on the brilliant Nathan, expert on Nixon-era dirty tricks. Though I calculate he's a bit young to have much first hand recollection of the era. More coverage at Justice Department Is Closely Questioned in Microsoft Case nytimes.com Which comes across as even more favorable to Bill. "There seems to be overlap of codes," said Judge Stephen Williams. "It seems to me, if the codes are the same, it sounds to me like an integrated product." Judge Williams seems to have gotten sucked into the "it's so modular, it's integrated" duality of man thing. It's all bunch of DLL's, what can you say, they don't call it "dll hell" for nothing. I don't mind IE laying around, though I get sort of annoyed I got to have 2 copies on disk, the code and the swap space copy, just so I can open a folder now and then. I got to order that 2nd 32 meg soon. Cheers, Dan.

To: Daniel Schuh who wrote (18674)	4/21/1998 4:17:00 PM
From: Daniel Schuh	Read Replies (2) \| Respond to of 24154

Send in the clones news.com This one is on the subject of my favorite off-topic dead horse, Intel and sub-$1k PC's. This guy likes AMD, and has some interesting history. I can't comment too much, I wasn't following closely at the time. When AMD announced recently that it had solved its yield problems, the stars were finally in formation for its return. AMD currently is in the midst of the steepest ramp-up of microprocessors in history, from 1.5 million units this March quarter to an estimated 11.5 million units by the end of the year. Remember that AMD had a market share of about 30 percent in microprocessors in the not-too-distant past, while the combined current non-Intel share is below 10 percent. So the upside potential for AMD is huge. Indeed, in the words of the AMD management: "We are back!" I don't know, but I'd say that Intel and everybody else in hardware is going to continue to squeezed by the advent of the sub-$1k PC. About time, I say. K6-233's are sub-$90 on the street, and that's plenty fast enough for most things, till NT5 anyway. On the other hand, my old buddy Tom Pabst of Tom's hardware page actually has nice things to say about the Celeriac. He's got a point of sorts, the architecture/cache issue works out to be basicly the same as for socket7, and Celeriac's P6 core is a good part. Also says it's a champion overclocker, he cranked it right up to 400mhz/100mhz bus. See tomshardware.com . Makes sense, same core design as the PII, parts come off the same line. Might even be the exact same part with some strategic wires left disconnected. I always said Intel's got good engineering. But, Tom's into 3d gaming, which is fine, but not exactly what drives most purchases I imagine. And, going with the Celeriac buys you a new proprietary lock and apparently a non-upgradable one at that. Some other hardware site said that leaving out the cache on the Celeron saves a big $5 per part in manufacturing. Cheers, Dan.