torrie@cs.stanford.edu (Evan Torrie) (06/25/91)
jcav@quads.uchicago.edu (john cavallino) writes: >Data point: The _Wall Street Journal_ of Friday 6/21/91 had an article >about the woes of IBM and the computer industry in general, and an expert >was quoted as saying that the two computer stocks she considered best bets >for future growth were Commodore Business Machines and Apple Computer. She >also liked Data General. Data General seems to be the only one of the "old firm" which is making it good at the moment (c.f. Unisys/Wang/etc). They're finally back in the black, and have the impressive Aviions as their open systems platform. I hope DG succeeds, just to show that the 88K is really a great processor. >Was _very_ down on IBM, Compaq and Digital. Well, the PC business at least is essentially a commodity market at the moment. And in a commodity market, price is the number one selling point, which doesn't help firms like IBM and Compaq with traditionally high prices. Hopefully though, it won't be too long before consumers see that a commodity market also implies a slow pace of innovation. -- ------------------------------------------------------------------------------ Evan Torrie. Stanford University, Class of 199? torrie@cs.stanford.edu "And in the death, as the last few corpses lay rotting in the slimy thoroughfare, the shutters lifted in inches, high on Poacher's Hill..."