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Non-Tech : Bill Wexler's Dog Pound
REFR 1.560-2.5%Nov 7 9:30 AM EST

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To: J.Y. Wang who wrote (4042)9/29/1999 12:01:00 PM
From: Pete Mason  Read Replies (1) of 10293
 
Gawd, I *knew* I'd get in trouble with a car analogy!!

At the risk of diverting the thread (like those awful GUMM buttholes), I still stand by the analogy that higher-priced niche players have a place, and that place can be a very good one. There are obviously economies of scale and other reasons for being acquired or banding together, but I think the Mercedes U.S. luxury car division is a really good Apple analogy: they are never going to be mainstream, they are more expensive than other cars, other cars can do 90% of what they can, yet they are a very solid, profitable division. If it was a stand-alone company, I don't think people would be prediciting their immediate demise the way people do Apple.

Anyway, that's just my two cents,

-- Pete
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