Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 323.07

+7.0%

2:02 PM EST

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To: Cary Salsberg who wrote (10538)	11/8/1997 7:23:00 PM
From: Richard Richardson	Read Replies (2) of 70976

To the Gurus (Cary, Lonestar, Kumar, Tito, Dave, Teri, Brian, etc.): I am a long-term investor and have a simple question: How does any rival of AMAT stand to compete near or long-term against a company that spends $480 million per year in R & D alone when the closest rival's total revenues per year is about $460 million. Is it because AMAT is trying to grab the whole enchilada and the others focus on specific subsets of the semi-equipment area?

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