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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (4987)	1/17/2003 12:58:28 AM
From: C_Johnson	Read Replies (1) \| Respond to of 25522

Hello Jacob and Cary, The odds are that the next Intel is not Intel. and The "next INTC" will be INTC, only a lot better. Allow me to stir the pot a bit. Here are some recent comments from Andy Grove. These were made in this month's Harvard Management Update: "Our last-generation growth has been fueled by a fairly major structural transformation of the computing industry from centralized mainframe computing, to distributed computing and PCs. And that defined the structure for the entire industry, defined the growth opportunities, and defined the opportunities for packaged software. That framework is changing now. The Internet is redefining software, (and) redefining the role of computing and communication and their interaction with each other. I still don't understand the new framework. I don't think any of us really do. But some aspects of it are pretty clear. It's proven to be not computing based but communications based. In it computing is going to be subordinated to the communication task." I think there is one other thing that is pretty clear, if the next Intel is Intel or, the next Intel is someone else, a whole new set of dynamics will drive revenue increases and profitability and those changes will require a very different business model. Much different than the one used during a "structural transformation of the computing industry." Food for thought. Carl