Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: Proud_Infidel who wrote (8855)	2/11/2004 11:48:56 AM
From: Ira Player	Read Replies (1) of 25522

Brian, Don't forget about diversification. There are reasons beyond placing factories near customers for spreading them around geographically. Natural disaster, man made disaster... 7-8 Billion in assets and a significant percentage of your required production in one location that can go away when some nut in a Ryder truck gets PO'd... Ira

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