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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 237.97+3.1%9:34 AM EST
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To: The Ox who wrote (10334)6/10/2004 3:45:31 PM
From: Big Bucks  Read Replies (1) of 25522
 
Well Mike, you never know, maybe Gates will sell his
shares back to the company and go all cash.
It sounds like MS is looking for a killer app that they
can purchase.
SAP was on their radar but negotiations went no where,
but at least they are looking....who else would meet their
long term needs? ORCL?? PSFT?? Maybe both, but I don't think Ellison would sell out to MS, but you never know.
Sounds like MS wants to dominate the business management software niche, IMO.
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