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

To: GVTucker who wrote (65058)	9/18/1998 9:58:00 AM
From: Mary Cluney	Read Replies (4) \| Respond to of 186894

GVTucker, >>>If you want a much better synopsis of a case why Wintel will no longer be th place to be in the future, the 12-18 Sep issue of The Economist has a well written article. Look on page 79, article is entitled "The Future of Computing. <<< The Economist is a venerable economic weekly and it is frequently a good read. They know as much about economics as any good two handed economist - but if you are going to make an investment decision based on their predictions of the future of computing, I suggest that you take your money and go to a nearby casino - your odds will be at least just as good. The vig at the casino on some games may be less than commssions at your local broker. At least you will know if you have won or lost much quicker and you can go on to other things. I do not claim to know what the future of computing will be, but I can guarantee you that it will not be as predicated by the Economist. They make a great case that many applications are too difficult to use and are of poor quality, unstable, and slow to boot. So far, so good. Their solution, however, is to distribute all these applications to myriad appliance like devices from Palm Pilots to giant conference-room computer whiteboards. They claim whereas the PC is the generalist, the strength of the myriad appliances will lie in specialization. My question is, if the software doesn't work in the computer - how will it work any better in a speicalized device? Imagine going around with hundreds of devices (and lose the economy of scale) for your computing needs. It maybe that your idol Kurlak will base his forecasts using knowledge gained from these two pages of journalistic fluff and then try to fool people with his "expertise" - but investors with limited resources should try to exercise better judgement. Mary