Seen on a mailing list:
The following excerpt is from the article above:
"Chairman Bill Gates said on Wednesday the software
giant faced growing competition from companies in
China and India but, for now, the strength in those
countries lies in software services.
Gates, on his first visit to Israel, said Israeli
companies would also confront increased competition
from China and India.
"There will be competitors for Microsoft and for
Israeli companies coming out of those countries
although today the success, particularly in India, has
mostly been in the software services area, outsourcing
work, doing call centers and things like that," Gates
told a news conference."