Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.17

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Nov 7 9:30 AM EST

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To: Lizzie Tudor who wrote (7064)	9/6/2003 12:55:01 PM
From: Cary Salsberg	Read Replies (2) of 25522

RE: "I thought you were thinking about investing in msft for their livemeeting product?" You are correct. I stated that. It was a fleeting thought. I agree that the broadband buildout is necessary and will happen. That is the easy part. The hard part is to figure out what the broadband medium will be, wireless, fiber optic, etc., and what the competitive landscape will look like. When you invest in PMCS, AMCC, etc., you must be able to describe why INTC or someone else will not be able to replace them in their markets and why competition in those market will not be based solely on price, i.e. a commodity. I would appreciate your thoughts here. TIA Cary

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