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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: Bill Fischofer who wrote (11014)9/25/1998 2:37:00 PM
From: rudedog  Read Replies (4) | Respond to of 74651
 
Bill -
you're still missing the point. I'm using Linux as a placeholder, but it could be any of a number of high performance low cost OS vendors. CPQ figured out a ways back that 'INTEL INSIDE' didn't mean as much to customers as COMPAQ OUTSIDE. The same would be true for a consumer appliance OS. IBM and HP have the will and market stroke to do this also. Maybe even Dell.

This is not generic lunchmeat. Did you know that Jaguar and Rolls-royce, in their heyday in the mid-50's, bought their automatic transmissions from Cadillac? No Rolls or Jag drivers ever looked at who made the transmissions.

The OS does not sell the hardware for those folks, it's the other way around. You don't think IBM, HP and CPQ will go there? Just watch.