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Politics : Ask Michael Burke

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To: damniseedemons who wrote (9055)	1/7/1997 12:19:00 PM
From: dppl	of 132070

Sal, look at the supply side of that argument. Do you think competition is growing or declining? What intrinsic added value can any boxmaker make? Except for being well-run as a business, what competitive advantage can be had? I'd start with 1) lots of capital and 2) an efficient infrastructure. These are serious questions and I don't think you are looking at them. After all, why should the PC industry now be so different from the TV industry in its early stages? Thomas

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