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Technology Stocks : INPR - Inprise to Borland (BORL) -- Ignore unavailable to you. Want to Upgrade?

To: fatty who wrote (2097)	1/30/1999 5:46:00 PM
From: i-node	Read Replies (1) \| Respond to of 5102

There's an awful lot of speculation in there....let me see now... intel is moving to enterprise and network computing. that's why you see xeon and celeron chips. intel got its moment mostly due to low cost. Huh? What does celeron have to do with "network computing"? It's simply a crippled chip, no different from what Intel has done forever. Perhaps you'll remember the 486SX? back in the 80s, nobody would choose wintel/dostel if they could get an apple/motorala for the same price. I hardly think the price was the controlling factor here. The simple truth is that DOS was successful because IBM used it. Had IBM used CP/M then IT would have been the OS of choice, and Digital Research's GUI (I forget its name) might well have been the GUI of choice. Fact is, we'll never know. But price was simply not the determinative factor. 5 years from now you will see intel becoming an open source chip manufacturer, surviving purely on the efficiency of its fabs and microsoft will become an internet application and service company with a small DOS/WINDOWS emulation division. This is one of many, many scenarios that COULD play out over the next five years. I, for one, do not believe that ALL business activity will be internet-based five years from now. In fact, until the available bandwidth is increased by some orders of magnitude, I think it is highly unlikely. Over the coming few years, as bandwidth increases, it may be totally absorbed by entertainment applications demanding massive bandwidth, perhaps leaving relatively little for commercial use. Intel (and AMD) will continue to thrive and grow on the horribly bloated crap coming out of Redmond for some time to come. While there are many who would LOVE to see MSFT lose its stranglehold as you seem to predict, I think the wild predictions that were being made about Java 2-3 years ago have shown that it is much tougher than it looks.