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Non-Tech : Amati investors
AMTX 1.355-3.2%Dec 17 3:59 PM EST

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To: rgus who wrote (5262)11/6/1996 2:16:00 PM
From: pat mudge   of 31386
 
"Without deviation, progress is not possible."

-Frank Zappa

So true, rgus, and a point Andy Grove makes in his recent book, Only the Paranoid Survive. He lists six forces that affect a business and the last he calls "substitution"---the possibility that your product or service can be built or delivered in a different way.

"New techniques, new approaches, new technologies can upset the old order, mandate a new set of rules and create an entirely new climate in which to do business. This is what trucking and air transportation have done to railroads, what container shipping has done to traditional ports, what superstores have done to mall shops, what microprocessors continue to do to computing and ****what digital media might do to entertainment."*****

Of the six forces, he says this is the most deadly. So where would you rather be, behind the curve or ahead of it?



Regards,

Pat
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