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

To: akidron who wrote (16917)3/3/1998 12:10:00 AM
From: robbie  Read Replies (3) | Respond to of 70976
 
<<or pc's... dell has the model for the no tech commodity age...>>
aki....I agree. Two vast companies will not thrive. Dell's bto system is being copied by everyone as we speak. They will be just a boxmaker and as such will be Compaq's lunch. Compaq is taking their place alongside INTC and MSFT as the next juggernaut. We won't bet on 25 but if it gets there name your beverage and it will be delivered. No way will you see CPQ at 25, unless it splits 5-1 in '98 like it did in '97.

Robbie



To: akidron who wrote (16917)3/3/1998 12:34:00 AM
From: Clarksterh  Read Replies (1) | Respond to of 70976
 
can anybody show me one developed area of tech where two vast co's are thriving at the same time?

Telecommunications (Ericsson, Nokia, and Motorola)

It happens because there are independent standards for interfaces in Telecomm. Most of the monopolies in other areas stay monopolies because they manage to take control of the standard (hence Microsquish's big concern over Java).

Clark


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