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To: Tenchusatsu who wrote (173917)4/1/2003 7:01:08 PM
From: Road Walker  Respond to of 186894
 
Ten,

re: Yeah, I wonder if Larry would also like to comment on the state of the auto industry. How many companies out there based on a single product, namely the automobile? How many makes and models out there?

I think your analogy is more precise for the PC or other packaged goods manufacturers. He may be over-stating, but close to right, for component manufacturers.

John



To: Tenchusatsu who wrote (173917)4/1/2003 7:23:20 PM
From: Jim McMannis  Respond to of 186894
 
Ten,
Of course Larry and Oracle will survive. He has to sponsor another Americas cup boat in a few years. <G>

There is probably something to what he says though...as Silly-con valley continues to unravel. These 'tings, they take time ya know.

Jim