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

To: Lizzie Tudor who wrote (7082)	9/8/2003 11:27:02 AM
From: Sam Citron	Read Replies (1) \| Respond to of 25522

Offshoring your customers is an entirely different deal. Could you explain what you mean by "offshoring your customers"?

To: Lizzie Tudor who wrote (7082)	9/8/2003 4:13:32 PM
From: Sam Citron	Read Replies (1) \| Respond to of 25522

There is no need for productivity software in india Hmmm. You may be assuming that current ratio of Indian wage levels relative to cost of CRM modules is static. But I assure you that both the numerator and the denominator are always subject to flux. As wages rise and seat prices fall, there may be a substantial Indian market in the future for CRM. Besides, Indian firms will want to get on the learning curve of certain promising technologies that they see developing in the west or whereever. And they will adapt such technologies to their substantial domestic market and potentially to the nascent Chinese market as well. Import substitution was practically invented in India. I wouldn't rule out the possibility that India could start to address her own software needs some day. There is an interview with Larry Ellison in the SF Chronicle today where Larry is crying the blues again and saying Silicon Valley is going to start to look like Detroit. This is true, for HIS Business. Not for anybody else. He really is a retard... I read the interview and can understand how his cavalier attitude must be extremely irritating especially to someone from the valley or someone who is in the software industry. I can also see how he may be very wrong in comparing SV to Detroit. But I salute his outspoken and irrepressible tendency to say what's on his mind: "My industry will never come back. Nor should it." sfgate.com How many standing CEO/Chairman would ever say such a thing, even if they secretly believed it? What I cannot understand is if he really believes it, why is he trying to expand his market share by buying PSFT? If I were in his shoes and had that belief, I would be trying to sell my own company.