SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials
AMAT 226.05+1.2%Nov 14 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ian@SI who wrote (30950)6/10/1999 2:10:00 PM
From: LemurHouse  Read Replies (2) of 70976
 
A couple of nights ago I was at a function where Mark Andreesen was speaking about the challenges in starting successful technology companies. (Andreesen being the "father" of the Netscape web browser -- with appologies to Al Gore and the rest of the Netscape design team -- and is now chief technology guru at AOL.) Andreesen gave a few of his personal rules, one of which was his rule of "N3" -- Nobody kNows 'Nothin'.

He meant that none of the pundits, analysts, or so-called experts can successfuly predict the future, and that start-ups need to embrace the obvious but difficult fact that the sector is characterized by rapid and unforseen changes of direction, technologies, players, etc. Start-ups (and investors!) need to be flexible and adaptable, but above all to trust their own vision.

I guess we can add to that group the industry leaders themselves. AMAT no doubt thought they were being prudent and responsible in shelving the 300mm program, and making a virtue out of that fact in the conf call. Obviously, their timing was off. Now they have to do some dancing to convince the world that the program was never very far back on the shelf, and that they are the still lead dog in the 300mm tool race. Ah well.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News