Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 250.82

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12:05 PM EST

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To: Gottfried who wrote (41090)	12/22/2000 1:09:18 PM
From: mitch-c	Read Replies (1) of 70976

OT - <grumble> Let's not talk about LU or T. Have 'em both and wish I didn't - but not enough to sell now. Sort of like a pebble in a shoe ... annoying but not fatal. IMO, digital imaging and cheap storage is going to kill XRX the same way the PC killed IBM - too many senior people at the company are too invested in the "old" ideas. While they may give lip service to the new ones, they'll react defensively when the new technology cannibalizes their old ones' markets. IBM's big iron business foundered on the shoals of distributed desktop PC's, yet they kept pushing a conceptual model that relied on big, complex servers. It took a stock shock and a series of CEO's for them to discover and exploit another resourse - talented code jockeys. Xerox, despite touting the "Doc Center" concept with pseudo-Olympian commercials, is not doing much that I can't with a $100 USB scanner and a shared $3K color laser printer. They're trying to milk an old reputation the same way IBM did - charging a premium for the name. Their more agile competition will bypass them and cut 'em out on bang/buck ratio. Hubris kills. The only effect of LU's AVA spinoff that I see was two stocks cratering instead of one. Both Xerox PARC and Bell Labs have contributed to the e-world we have today ... but they must continue to (profitably) for the companies to survive. - Mitch (exiting rant mode.)

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