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Technology Stocks : Ericsson overlook?
ERIC 9.580+0.8%1:00 PM EST
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To: DWB who wrote (1171)1/1/1998 12:21:00 PM
From: kech  Read Replies (1) of 5390
 
Daniel- Couldn't have responded better than Maurice above.
With regard to your point 1) i.e. "Microsoft had no ready competitor waiting to supplant Windows 95 when it was late."
It is hard to remember today - but in the 93 time frame IBM's OS/2 was making a major effort at the Operating System space, Apple was still alive and had its supporters, and Sun was even moving closer to the desktop. In addition, Borland and WordPerfect, as well as Lotus were still viable in the applications space. No competitors? It was not until Microsoft stalled the market for 2 years and got everyone to wait that the competition disappeared.
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