Positive CUBE spin in the current issue of Fortune (July 20, 1998; pp. 139-140):
Forget Wintel: The High Growth In Tech Lies Elsewhere
As more of us hook into the Net, demand for special
computer chips soars, and businesses you haven't heard
of are profiting.
Of course Microsoft and Intel are monopolies. Together, the two
companies are the force that IBM used to be, setting the computer
industry's direction and pace. But they aren't nearly as dominant as IBM
was in its day and -- as was true back in the Seventies when IBM was the
target of trustbusters -- small companies continue to spring up and flourish
in the shadow of the giants.
Not that long ago, IBM was twice as large as all the rest of the American
computer industry combined. Today, Intel's $11 billion in annual revenues
from the U.S. market comprise only a quarter of all U.S. semiconductor
sales, and Microsoft's domestic revenues of $8.9 billion are less than a
tenth of all U.S. sales of packaged software. Meanwhile, consider just a
short list of smaller software companies that have prospered in recent years
-- such as Citrix Systems, Legato Systems, Network Associates,
Siebel Systems, Veritas Software, and Visio. Add in the burgeoning
semiconductor companies -- such as Advanced Technology Materials,
C-Cube Microsystems, MRV Communications, and Qlogic. Our
point isn't that the government is somehow wrongheaded in going after
Microsoft and Intel, merely that booming younger companies in high
technology aren't hard to find if you know where to look.
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