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

To: stak who wrote (68833)	11/20/1998 6:58:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

stak, RE<<''Intel could enter the operating system market and if the price of operating systems dropped, it could raise the price of the chips,'' said Warren-Boulton. ''It is a potentially dangerous entrant.'' << Seems to me that when you look at competitive advantage today, Intel has it over MSFT. Intel has the Fab capacity that MSFT cannot duplicate. MSFT has an OS that is inferior to a free OS. There may be a lot more to the Red Hat investment than Intel is letting on.

To: stak who wrote (68833)	11/20/1998 12:15:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Stak - Re: Intel Enetering the OS Business - "The last part sounds like the best freakin idea in a long time... When is Intel going to go "hardcore" on it??? " Companies that write operating systems for Intel CPUs help to expand Intel CPU sales. The more and better OS's that are out there for Intel CPUs, the better Intel will do in selling CPUs. Now why would Intel want to COMPETE WITH THE OS Companies that are already helping Intel? Does competing with your partners make one iota of common sense to you? IBM couldn't compete with Microsoft in Operating Systems and they have just a "little more experience" than Intel in OS development. And you think Intel can do better, starting from scratch? Just how dumb do you think Intel really is? Paul