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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: derek cao who wrote (8123)	9/23/1997 5:47:00 PM
From: David Rosenthal	of 70976

>>>>> Paul, when I said "king is dead", I does not mean in stock price sense. Like I claimed before, there is no way to predict future stock price. What I meaned is that IBM no longer has the "fighting spirit". The chance for IBM to win a major battle is close to zero, IMHO. How did IBMers changes the KING into a junior member in the computer world is beyond me. >>>>> I don't think the current IBM is the IBM of the 80's. They used to be monolithic and self-absorbed. They act in many ways with the speed and hunger of a smaller company. Some examples: 1. Embracing Java and running with it. 2. Internet marketplace efforts. 3. Their handling of Lotus (they have not messed it up as expected). 4. Connectivity software for mainframes. 5. New copper technology. I am sure there are many others. I just think that IBM should not be cast as a dinosaur. dave

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