Word: intel
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Dates: during 1990-1999
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...editor said I could write about online privacy only if I promised not to rant again about how I think the whole issue is a big, stinking red herring. So I promise: I will not mention that the flap with Intel last week--whose upcoming Pentium III chips came under fire because they would automatically identify their owners to websites that asked--hardly raised my blood pressure. I like the idea that advertisers could use my chip to figure out who I am so that they could hit me with targeted ads; advertising is unavoidable, and the smarter...
...Microsoft say it's not a monopoly when its software operates 9 out of 10 of the world's PCs? Because it considers nearly every high-tech company--including behemoths like Intel, Sun Microsystems, Oracle and AT&T--to be a direct rival. The company has become increasingly concerned about the breakneck speed at which those companies are forming alliances. America Online is buying Netscape, At Home is buying Excite, Lucent is acquiring Ascend Communications--all deals worked out since the start of the antitrust trial. "This is a yeasty industry," says Microsoft general counsel William Neukom. "It's important...
...those e-mails about dividing up the Internet-browser market, the deals that reward companies for using Microsoft's browser--is based on a fundamental misunderstanding about how the computer industry works. When the company leans hard on rivals, it says, it's playing typical high-tech hardball. Oracle, Intel or Apple, Microsoft insists, would do no differently. And meetings that look collusive to lawyers in Washington are required in an industry where rival products must fit together. "There have to be some standards," says Neukom. "That means collaboration, that means cooperation...
Investors buy prospects, and the prospects are for a year of record earnings at Intel and another year of monster growth at Yahoo. But the volatility in tech and the Net in particular has increased dramatically, to the point where only thrill seekers can bank solely on the latter. At one point last week, with Yahoo up 90 points, to 443, I let go some stock, and was happy to buy it back some 100 points lower a day later, when, despite reporting blowout earnings, it had fallen with the rest of the Net stocks...
Cramer runs a hedge fund and writes for thestreet.com He holds investments in Intel. Nothing in this column should be construed as advice to buy or sell stocks...