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To: Mary Cluney who wrote (74780)	2/27/1999 8:14:00 PM
From: James R. Barrett	Read Replies (1) \| Respond to of 186894

>>"BTW. Welcome back. Haven't seen you here for a while now. Did you miss the last Intel move up?"<< Of course I missed it. Why do you think I'm bitching? <G> If I can get the price back to where it was in Oct. I'll jump in with both feet. One thing that bothers me is I'm not the least bit excited about the P-III. My wife thinks I'm a computer nut. Not long ago that was true, but not anymore. I started out with a 386SX-25, then a 386DX-33, then a 486DX-33, then a 486DX-66, then a Pentium 133 and now I own a Pentium II 233. For the first time since 1992 I have no desire to run out and buy the latest CPU even though I could easily afford it. I wonder how many other people feel as I do? The sad fact is I don't NEED a faster computer for the programs that I use. It would be a complete waste of money. Upgrading the older computers resulted in huge performance gains that were very visible. When I went from a P-133 to a P-II 233 I hardly noticed the difference. Intel can no longer count on us computer freaks to run out and buy the latest CPU just because it's available. When my software needs a P-III, I'll buy it, not until. Jim

To: Mary Cluney who wrote (74780)	2/28/1999 2:21:00 AM
From: Amy J	Respond to of 186894

Mary, Re:"With respect to Microsoft as a monopoly...office software...Lotus and Corel. OS...Linux, Apple, IBM" Be OS. Good points and I'd add the Portal and E-commerce businesses. If MS were a monopoly, Netscape wouldn't have been able to swing the AOL-Netscape $4.5B deal. The portal biz is a threat. It used to be MS only had to compete mainly against product offerings from Lotus/IBM, Sun sw, Apple, Corel, Novell, and whatever startup got < $20M in venture capital. Now, MS has to also compete against portal/content and etailing businesses and startups getting $100M from SoftBank or CMGI. The playing field has changed. MS-Intel-Cisco aren't the only Gorillas. Amy J (As an aside, MS & Intel each own 4.9% in CMGI, etc. Intel seems to have a very strategically forward thinking investment/new biz technology group.)

To: Mary Cluney who wrote (74780)	2/28/1999 9:46:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

Mary, If Be, Linux etc sold an OS that would run all the same apps that winXX ran then people would buy one of those and then buy any app. Sadly we are not in that positon as each app has to be written or ported to each OS. SInce there are 25,000+ apps written for WinXX and less than 1000 for all the others (except linux which has more than 1000(still far less than windows) but lacks a good graphical user interface, the x-windows, KDE and Gnome are not yet ready for prime time)..this means that winxx runs 95%+ of the desktops. The small numbers of BE, Apple, Linux, etc are just noise on the MS graph. True linux is growing quickly but from such a small base that it will take ages to carch, many recent Linux installs are curiosity installs as dual boot winXX systems and are just experimental. The installed unix base with HP, SCO, and the usual suspects does well in it's niche, but is slowly losing to linux, especially SCO...may expand as it linuxifies....the proprietary unixes were dinosaur dead ends. So MS has a de-facto monopoly, which it uses as a lever to enter other markets, like word processing, spreadsheet, browsers etc. Word perfect was and is better than Word, but giveaway bundling made it free to the buyers of many computers, like Dell, Compaq, Gateway etc...in addition MS placed crash brakes on many others programs that competed with it."the job is not done, 'till Lotus won't run" is an oft quoted comment attributed to MS programmers....it meant they made Lotus crash on purpose. recently discovered encrypted crash programs for this, and to crash other programs have recently been found embedded in code. I am sure you are following the MS DOJ lawsuit...makes me think of the three monkeys, ....hear no evil,see no evil, write no evil e-mail...and I have added another...recall no eveil e-mail...one wonders how they ran Microsoft at all the waythey all forget the e-mails they write...good secretaries no doubt. So the appearance of a free open market belies the reality of the Microsoft monopoly. Now we will soon have WinXX requiring an Intel code chip to on line authorize most software. The new intel embedded serial number will become a built in 'dongle' that all software will soon require. AMD will have to come up with an equivalent or sell no processors. It will take 2-3 years for this to imp,ement...it is on it's way. Bill