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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (46387)	5/7/2001 8:53:06 PM
From: semi2000	Respond to of 70976

All, SG&A question.. I have seen very high variation on % of revenue going to SG&A. Is there any information on what detail components of SGA are? Whay does it vary so much between different companies? NVLS(15%), KLAC(17%), AMAT(11%), MXIM(8%), NANO(7.3% - I think NANO sells big chunk to AMAT thru internal initiative). Is this representation of product maturation and or excellence in selling? TIA

To: Cary Salsberg who wrote (46387)	5/8/2001 2:06:04 AM
From: Sam Citron	Read Replies (2) \| Respond to of 70976

"[T]he extent that [the domestic labor pool] loses, and the extent that the losses are not ameliorated, will strongly determine the future of our American style democracy." The reasons I am less concerned about this issue are (1) competition is a fact of life that continuously improves the human species; (2) nobody in America is a laborer who is not also a consumer (and usually a capitalist as well), and the losses in any one sphere are frequently offset, or at least partially compensated, by gains in the other two; and (3) labor will always have a sizable constituency and voice in America, at least during election time. As long as we have a democracy, the voice(s) of the people will be heard and the people will have the final say. I am not nostalgic for the glory days of Big Labor 50 years ago when 36% of the American work force belonged to a union and GM factory jobs were some of the best paid jobs around. It was the consumer who footed the bill as high protective tariffs kept out imports of everything from steel to automobiles. I do not want the same mistake repeated this century with American software engineers or accountants this time attaining protection from their counterparts in India or Ghana. As industries approach maturity they continually move offshore to areas of the world where the same good or service can be provided more cheaply. The only refuge for the "developed world" against this continual onslaught is innovation. Those who lack the ability to innovate can at least be taught to provide services that are genuinely in demand in their local communities, such as carpentry, bricklaying, or practically any skill or craft involved in the local construction trade, where the internet is least likely to bring a plethora of foreign competition. If you want the best ROI on your child's education dollar, you might consider packing your child off to someplace as different from home as you can imagine for a year or two before she starts college. Perhaps we place a bit too much emphasis on what we can learn from books or from sitting in classrooms.