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Technology Stocks : Intel Corporation (INTC)
INTC 21.48+3.3%3:59 PM EDT

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To: damniseedemons who wrote (9)10/30/1995 3:38:00 AM
From: olduser   of 186892
 
"Compaq trying to help smaller companies"
-----------------------------------------

This is the most rediclous comment I have ever encountered. In PC market companies
are trying to survive because of shrinking profit margins, No one is
running a charitable / humanitarian bussiness with the axe right on top.

"Compaq be upset for Intel moving in their turf"
------------------------------------------------

I cannot believe this..., Go out on the street and ask any one trying to
buy a PC a simple question!! "Given a choice.. will they buy a PC from
INTEL or COMPAQ" If think I you got the message, the answer is loud
and clear. Compaq is in no position to dictate any thing to Intel.
They make the CPU, Compaq uses it, Intel dictates what they use.
Its like MicroSoft few years ago when they came up with the Software
'CPU' called "windows 3.0". At that time you could have argued that companies
like "Staker, WordPerfect, Novel, Borland"..you can go on, would get
upset for MicroSoft moving on their turf. MicroSoft did JUST that, in
Windows 3.1 they introduced MS-OFFICE, double disk, virus-scan. In Windows
for Workgroup they introduced Networking, In Windows 95 they gave
the user every thing plus an extra dimension of Garphical DataBase
manuplation. MicroSoft within two years send a lot of companies from
dominancy on their TURF to Bankruptcy. MicroSoft makes the Operating
system, they know the internal interfaces, no one can make a product
that uses Windows interface BETTER THAN THEM, and they have an extra
POWER, when they announce a delay, all other vendors that use their
platform have to silently sit and wait in their chair.

Today INTEL has the same position and DOMINANCE. They make the CPU's
they have designed the internal details, no one can make a PC based
on Intel CPU platform better than them and NO ONE CAN MAKE A CPU IN THE COMING
4 to 6 YEARS BETTER THAN THEM. I think its the right move for INTEL to
make PC, MicroSoft did just that in Software. Ofcourse a lot of companies
will go in RED, but we the consumer will profit from lower and better
quality products.

Look at it this way INTEL in few years could be in a Position to put Bill
Gates aside, but MicroSoft today or in few years will never have that
drivers seat, they can only put away a lot of software companies, but
a Hardware developer has a lot of firmware knowledge, he has both the
qualities...
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