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

To: robbie who wrote (16881)	3/2/1998 3:59:00 PM
From: akidron	Respond to of 70976

They are trying to do three things at once... compete with dell's made to measure biz, but with a higher overhead as they still have to support traditional channels, intergrate digital and comptete with IBM and sun which would be difficult enough even if Digital wasn't a complete mess and even if they hadn't just made a accquistion. The history (sorry a bad word on this thread right now) of large tech aquisitions is full of faliure, just ask kumer. and they are trying to do all this while there corporate biz in asia (Very dif from Dell) is suffering,,, and with stretched mgmnt.... the write-offs are sure to come... doesn't mean I've played it right. It soes mean I'm going to give it a bash cause it's better than bying overvalued stocks and praying that the roof doesn't fall on my head.