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Politics : Formerly About Applied Materials
AMAT 327.01+2.5%Jan 16 9:30 AM EST
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To: 10K a day who wrote (45704)4/21/2001 8:17:53 AM
From: 10K a day  Read Replies (1) of 70976
 
Now i don't even think.
it's a fair comparison.
Compare to Cisco?
(put a chip in a router - put some flash in a router)
Because from a purely HIGH tech standpoint.
If that's what this was based on.
Why in the HECK are Commodities such as HARD DRIVES>
So darn cheap.
From a technology stand point.
When your talking about that READ Rite STuff from optical.
That stuff is just amazing.
SIMPLY amazing.
The degree of technology.
Wrapped up in a ball.
And the MARGINS.
suck.
and theres' SO much competition.
Or there has been. (historically)
It just blows me away.
The degree of technology.
That's wrapped up in that.
SUPER high tech.
and so darn cheap.
Unbelieveable.
to me...
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