SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 268.72+1.3%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Proud_Infidel who wrote (4971)1/16/2003 4:05:27 PM
From: Sam Citron  Read Replies (2) of 25522
 
Well, you could be right. AMD is not on point because they directly compete against INTC's core market, but TMTA is a good example of how tough it is to compete against them even in a peripheral and specialized segment of the market. OTOH, ARMHY seems to have a much more diversified revenue stream than TMTA. But how much of a competitive threat IS Intel to ARMHY? Do they really overlap that much? What kind of IP protection and other barriers to entry does ARMHY have?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News