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

To: Katherine Derbyshire who wrote (30636)	5/27/1999 10:14:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

But so was IBM in its heyday, And it's a slouch now! Have you looked at a 3 year chart of IBM lately? How many Intel chips are in a PalmPilot or a cellular phone? How many of those devices can you buy from Dell? Have you checked out Dell's new site at gigabuys.com ? How many of those devices, other hardware, software, etc can you buy from Dell there. P.S. The main site Dell screens are linked to the gigabuys site as well. I haven't looked at NTAP very closely, but isn't everybody getting into its business lately including CPQ and Dell with the new software from Novell? And CSCO has had the Data networking world all to itself? Its Stratacom purchase has been a disaster. It still has nothing in the ATM WAN market sector. And Lucent with ASND, Nortel with Bay are hot on its heels. I wouldn't count either of your selections out by a long shot. But neither is invincible. FWIW, Ian.

To: Katherine Derbyshire who wrote (30636)	5/27/1999 10:25:00 AM
From: Duker	Read Replies (2) \| Respond to of 70976

How many Intel chips are in a PalmPilot or a cellular phone? Is the PalmPilot your vision of the next generation of computing ???... because I find it to be about as useful as a DayPlanner ... which is marginally better than writing someone's address on a piece of paper or on my hand ... I do like the calendar software ... when it is displayed on my desktop in big letters with a reasonable input device ... but, then again, my Notes calendar has pretty much squeezed my PalmPilot out ... most often, my PalmPilot sits in its cradle next to my desktop ... What is AMAT's position in the gallium arsenide market? What is CSCO's position in the ISDN market? --Duker