Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.51

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3:59 PM EST

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To: roly who wrote (8202)	9/27/1997 12:13:00 PM
From: Toby	of 70976

Roly, you sound like a person who forgot to pick up some IBM in 1994. :) As was ably pointed out to you on this thread, INTC's market cap is about 50% more than of IBM, not several times. Your second question: >>How many Patents have IBM has and how many of these patents had actually been converted to a product that generated significant income to IBM? As I said, IBM's patents only bring it $1B/yr and access to all of their competitor's technology in trade. As a result of their cross license with INTC, IBM can manufacture the Cyrix microprocessors which Cyrix can't. Peanuts, I agree. IBM invented computer storage and has made billions in the past several years because they invented, patented and were first to market with the MR head. IBM has the best Si technology in the world and they use it to sell a few mainframes. It's not growing, but it pulls in a few billion a year in profits and any company would be glad to have this franchise dragging down their overall growth numbers. IBM holds a few patents on PC architecture and receives a healthy check for every Intel Inside that goes out the door at Dell and Compaq. IBM is the only American company that can make a TFT LCD and guess who makes the most money selling laptops, and always gets the next generation largest LCD screen into product first? Claiming that IBM doesn't get anything out of their patents or world leading Si technology is about as wrong as claiming that IBM has been perfect at commercializing every technology they've developed. As usual, the truth lies somewhere in between, even on the Internet.

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