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"The lemmings can't be wrong, they're all doing it". I think you're overlooking the incentive structures here.


I am certainly not saying that this can’t all come crashing down for the big boys, surely it can. I just am putting a little more weight on them than on people on the internet and doomsdayers hunting for clicks is all


I just keep thinking about SGI and, to an extent, Sun. Couple missteps and a couple innovations in the commodity direction and it will start having a negative effect.




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