Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 217.05

-1.5%

10:21 AM EST

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To: Paul V. who wrote (48872)	7/8/2001 11:14:08 PM
From: Katherine Derbyshire	Read Replies (1) of 70976

The idea of a pyramid seems reasonable, but I'm not sure why you put the computer makers below the network gear makers. I would view the two groups as more like parallel branches of a tree. In this view, the software companies are the fertilizer: they supply the applications that make the tree grow. Katherine

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