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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Sun Tzu who wrote (30630)	5/27/1999 10:23:00 AM
From: Tony Viola	Read Replies (1) of 70976

Sun, All those improvements into making faster trains was rendered useless when air travel became popular. Not in Europe and Japan. BTW, about your point on why IBM failed to see the market potential for PCs, as you pointed out, they thought a PC would be used for the same things as a mainframe. This view was mostly shaped, IMO, by the fact that IBM made its living via mainframe sales and the thought that there were things the mainframe could not do or that the mainframe may be replaced someday, was too unpleasant to consider. Hey, you calls some right and you calls some wrong. IBM missed the PC in the beginning, but, in sticking with the mainframe, they saved the company from more years of morass. More CMOS mainframe MIPS are being sold than ever before. I think the "demise" of the PC is much too early to call, probably wrong. "News of My Death Is Highly Exaggerated." - Mark Twain

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