Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.17

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Dec 8 3:59 PM EST

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To: Proud_Infidel who wrote (8298)	9/29/1997 5:23:00 PM
From: David Rosenthal	of 70976

I think that history has a lesson here about IBM vs. INTC and MSFT. IBM was positioned much like INTC and MSFT. IBM controlled the mainframe and early PC markets. However, they were not able to react as the market moved away from them (a shrinking mainframe market and a commodity PC market). MSFT and INTC presently own specific pieces of the software and hardware market. They may each be victims of the same internal and external influences that changed IBM. INTC currently faces competition in their core CPU business. It would only take a few killer products from the competition to significantly affect INTC. Microsoft currently has better control of their market but they will also face significant competition somewhere down the road (in a few years, Java may be up to the challenge). Competition is the great leveler here. No matter how aggressively you defend your turf, ultimately someone will come up with something better. And then you change as a company. IBM has survived but is a different company. dave

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