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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (33310)	11/22/1999 12:34:00 PM
From: Proud_Infidel	Respond to of 70976

Katherine, MSFT was caught entirely off guard by the internet five years ago yet was able to turn on a dime and become a major player. For a more recent example, how many of the big traditional retailers and print publishers have become Internet powerhouses? Give companies like Walmart time and I am sure their internet presence will be felt not too long from now. How long can AMZN keep hemmorraging money? Additionally, it is entirely too soon to be predicting winners in the internet since it is really an infant for all intents and purposes. My own opinion is that AMAT, INTC, CSCO and MSFT will be major players in technology(in whatever form it may take), for the forseeable future and beyond. They have proven adept at change and are hedging bets by making many investments outside of their core business. INTC is the most notable with 300 companies they either wholly or partially own. It has never been a good idea to count out these guys. Brian BTW, welcome back.