Applied Materials No-Politics Thread (AMAT) Message Board

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

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Dec 19 9:30 AM EST

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To: Sam Citron who wrote (9909)	5/20/2004 3:06:43 PM
From: robert b furman	Read Replies (3) of 25522

HI Sam, I have the opposite opinion. You design a machine to meet the specification Intel specifies. You give them a deal on the machine which hopefully recovers your R&D. Then you hope it is embraced by the rest of the industry and that is when market share growth and a return on investment is achieved. When you build a machine that complies with the specs created by the leader - you give him the break(very confidentially), as they lead you to the leadership role. JMHO Bob

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