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Technology Stocks : Alphabet Inc. (Google) -- Ignore unavailable to you. Want to Upgrade?

To: Don Green who wrote (3264)	10/4/2005 4:49:58 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 15858

is Google even a potential competitor. Yes, well, this is the big question and we've been over it and over it, in the end, nobody's mind is changed, we just have to wait until things turn out. The only thing I know, is that whenever a new category-killer company emerges, whether it be Dell, or Microsoft, or Oracle etc., the entrenched players never regard it as a real competitor, because in order for upstart "x" to get to critical mass, they have to change something about the existing business model of the incumbent. Thats what Microsoft did to IBM, of course in the beginning IBM didn't consider msft to be a "real" competitor, same with Dell, I remember going on forever about Dells real value prop which is in their supply chain but people were still arguing that Dell was just a boxmaker, no better than Gateway/AST/Micron, etc. Now here we are with Google, same deal, Google finances their endeavors with advertising, some will say that means they aren't a competitor.