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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 318.63-3.0%Feb 3 3:59 PM EST

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To: Kirk © who wrote (6424)7/9/2003 12:09:26 PM
From: Cary Salsberg  Read Replies (1) of 25522
 
RE: "I think Maxim avoids this problem in that their products are defined by exceptional engineers with great design experience who work WITH good marketing people."

I think you are underestimating the input of customers (you left them out!) High profit margins need a significant body of sole source products. You don't achieve this without being in bed with customers.
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