Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Jan 23 3:59 PM EST

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To: Fred Levine who wrote (3124)	9/20/2002 10:12:01 AM
From: Proud_Infidel	Read Replies (1) of 25522

Fred, I would agree with everything you said, but would add one more. If the current poor market environment continues, companies with large expenses and bloat will be forced to choose between overly generous compensation to management and the desire to remain competitive through increasing capex. Foregoing the latter while keeping the former intact is a breach of fiduciary responsibility IMHO. Brian

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