Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: robbie who wrote (17312)	3/7/1998 9:26:00 PM
From: akidron	Read Replies (1) of 70976

Dunno... it seems to me they've de facto lost their leadership position, because dell's game is the only pc game in town that preserves margins... and mr dell owns a big piece, and is very bright... this business like many is not about size but about margin and gross profit, witness the wealth of gates....but I hope you're right... because all I have invested is opinion, whereas you have cash.

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