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Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA

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To: eddieww who wrote (15344)12/5/2002 11:29:39 AM
From: Lizzie Tudor  Read Replies (1) of 19219
 
IP = intellectual property

The world's leading ERP sw company is SAP. German. The second is PSFT. It would probably shock you if you knew how large a % of the development team at PSFT is Indian, Pakistani, and Chinese here on work visas because PSFT can't find enough educated americans. It's a travesty.

Actually, I know all about this. SAP is indeed #1 in apps but Oracle apps are #2. Some say Oracle apps is #1, its a horserace. SQL overall, Unix, Java, Nos (cisco), obviously anything microsoft all invented in the USA- also application servers, javascript html, etc. Then there is the consumer side, multimedia- quicktime, real networks etc. all USA. And CAD design tools (synthesis?)- synopsis, cadence and those companies obviously USA. (btw SAP actually does the msft thing now and copies all the innovation from the US thats how they stay competitive). There is not much in the software area coming from anywhere else in the world- and no imminent threat from China or Asia either in the software area. They have just never excelled in software, don't know why. India might become a software bastion in 20 years, we'll have to see. Right now they are doing maintenance and upgrades.

The one operating system I was thinking of that comes from outside USA is playstation 2. But it looks like xbox is eating into it - it has already overtaken nintendo.

The software expertise of the USA is also pulling some technologies back in... wireless is one of these... KDDI in Japan uses the openwave platform for their MMS and picture phones.

Outsourcing mature businesses to cheaper third world countries is part of the evolution process that keeps competition brisk... and nobody seems to care about it until we have a recession (which seems to happen every 10 years doesn't it).

Lizzie
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