Microsoft fears Intel is eventually going to create its own operating system and optimize its chips for its own OS, cutting Microsoft out of the picture. Kind of like what Microsoft allegedly does to people who write applications for Windows.
How could this Y2K be a problem in a country where we have Intel and Microsoft?
Companies such as Microsoft, Cisco and Intel were just starting at their 10-year anniversary.
Microsoft has built a closed platform-within-a-platform into Windows 10 as the first apparent step towards locking down the consumer PC ecosystem and monopolising app distribution and commerce.
If Apple has a flaw, it's the inability of the company to crush competition using the kind of aggressive tactics that companies like Microsoft and Intel have always applied.
With all due respect to Microsoft and Intel, there is no substitute for being in the right place at the right time.
The industry has to learn how to do CEO succession well. If your definition of success is Intel or Microsoft or HP or IBM, that's not a good track record, and yet they are the most successful ones.
Think of everything in Seattle - Microsoft, Amazon, Starbucks. Then you go down to Silicon Valley - Intel, Apple, Google, Facebook, Twitter. What does New York produce?
If you invest in Microsoft or Oracle, or a number of other companies for that matter, you're fundamentally making a bet that there's going to be no innovation. So an investment in Microsoft is a bet that the operating system is going to stay the same, it won't be replaced by Linux, Google Docs, or a mobile platform like iOS or Android.
I have a company that is not Microsoft, called Corbis. Corbis is the operation that merged with Bettman Archives. It has nothing to do with Microsoft. It was intentionally done outside of Microsoft because Microsoft isn't interested.
Intel's a great company, and Microsoft is a great company. Everybody seems to do a lot better when there is competition.
I'd like to own Intel... I'd like to own Microsoft... I'd love to have Warner Bros in my hip pocket.
The United States ran the table on Internet innovations, creating companies like Google, Facebook, Microsoft, Intel, Apple, Cisco, Twitter, Amazon, eBay, YouTube, and others. Europe and Japan scarcely contributed.
I'm a strong believer in Intel's stock. That's a large amount of my net worth, and I'm passionate about Intel's future.
Microsoft's intentions must be judged by Microsoft's actions, not Microsoft's words. Their actions speak plainly enough: they are working to turn today's open-PC ecosystem into a closed, Microsoft-controlled distribution and commerce monopoly.
I've passion for software, and Microsoft provide me a true platform.