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

To: Chris Carlson who wrote (77555)	4/1/1999 1:02:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 186894

Getting to your point The problem is that you are using hypothetical situations (main frame and MSFT software) rather than ones that are real and already exist. INTC uses and promotes MSFT's OS in all of its market segments. INTC promotes Wintel. WIntel controls the PC market. INTC controls the MPU market. Up until the DOJ's interest in MSFT this worked fine. Now it doesn't. Exit AMD and enter government regulation of prices bigtime. This will be a danger so long as Wintel (monopoly) is the basis for INTC's perceived success (and not some other factor). Right now all we have is the fact that INTC's stock price is grossly undervalued. Ironically MSFT is not suffering from the DOJ case as much as INTC! What does INTC do to correct this situation? On the workstation side it has to promote LINUX and not just NT. On the server side it has to promote Netware and not just NT. It should have developed a standard JAVA accelerator add-in board. It has to stop its subserviance to MSFT in matters of software. It has to get out of the box that Microsoft has put it in where the perception is that INTC is a chip manufacturer to standards set my MSFT. WIntel isn't working anymore and will not work in the future --- especially given Win2000's evident inadequacies as a product upon which to base the success of Merced. There are plenty of alternative strategies to pursue. All I see is insider sales and not those strategies. Until they can handle simple problems like the CPU ID then I can't have the confidence that they can handle more serious ones like which segment of the server market to go after with Merced and with which OS. I didn't like the cheap shots the company makes at its critics --- such as when they embarassed Kurlak. They should listen MORE to their critics. The FTC has more cards to play...... In the meantime the stock remains undervalued and under attack.