Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

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Jan 14 3:59 PM EST

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To: Sam Citron who wrote (52366)	9/17/2001 2:37:57 PM
From: Cary Salsberg	Read Replies (1) of 70976

Yes, it is a moral justification for my investing. I think Ian's answer correctly addresses the differences. The twin criteria we look for, sustainable competitive advantage and boundaries to entry, are far more likely to be the result of ingenuity and honest effort in the tech arena.

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