Consider this: Microsoft recently said it is going to dip into its massive savings to put an extra $2 billion or so into the fight against Google. And this: Intel is going to revamp the entire company in large part in response to the inroads made by Advanced Micro Devices. And this: Even Dell is finding itself spending more and enjoying it less as its market share has eroded. And remember that in each example, it is not a case of "If s the economy, stupid," as the U.S. economy continues to percolate and the stock market reaches for record highs.
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