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RE: Intuit's CEO calls for 'OS neutrality



On Saturday, January 02, 1999 12:10 AM, Mitch Stone wrote:
> --- From a message sent by P.A. Petricone on 1/1/99 6:48 PM ---
>
> >What are you trying to portray? None of these or the other observations
> >assessing their character, fact or fiction, change their subordinate
> >relationship to the power of the platform. It is the nature of that kind 
of
> >relationship that is being examined to see if there is an excess that
> >constitutes harm and how best to remedy it, even if it may well not 
favor
> >your choice of platform. Is this not the first order of business?
>
> Nothing terribly complicated at work here. I simply find Intuit's
> protestations a bit on the hollow side, given their history of
> withdrawing from minority markets while at the same time urging others to 
> support them. I also do not buy the ROI arguments on faith.
>
> Mitch Stone
> mstone@vc.net
>
>

>From what I've seen, this is not a sexy app that drives high end hardware 
sales. The halcyon days of an app driving hardware are probably gone 
forever anyway. The products have screeched lowest TCO, both in acquisition 
and cost of operation. Look at the target market, folks that are harried 
with large proportional risks in life, not comfy elitists. The products are 
designed to WORK for this audience, who are less than forgiving if 
something breaks. One of the better features of their accounting apps is 
that several years of data for a small business will back up to a single 
3.5 disk. How elegant if you have one.

I think if you look at their cap shortly after the merger discussions and 
today, you might see a trend.

-pap