Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 3:59 PM EST

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To: Proud_Infidel who wrote (14285)	1/8/1998 12:31:00 PM
From: Big Bucks	Read Replies (1) of 70976

Brian, <off topic> The difference with MSFT is that it goes into 90% of all computers and is the defacto standard + nearly every application by other software manufacturers is MSFT Win95 optimized. I don't see how anyone could go wrong owning MSFT, they own their market. Internet provider services, on the other hand, have lots of competition which limits their upside potential as they must keep prices down or go out of business. The equation is low price+reasonable service= more clients, therefore they are having to limit their fees to compete thus profits are limited and fairly constant. Even if they increase market share they need to constantly upgrade their network hardware such as modems, servers, routers, and add personnel to sustain the system which limits profit potential. IMHO, Short the Internet stocks and you will make money!! Regards, BB

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