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

To: Cary Salsberg who wrote (52793)9/21/2001 1:27:31 PM
From: Shankar Kumar  Read Replies (1) | Respond to of 70976
 
"I think AMAT is the only Silicon Valley company I would rather own, and AMAT is far more cyclical"

Why? Why, then, are you buying altr, nvls, xlnx etc?

Sk.



To: Cary Salsberg who wrote (52793)9/21/2001 1:35:34 PM
From: Ian@SI  Respond to of 70976
 
Oh, you mean that LLTC:

isn't selling a commodity such as steel;
isn't in a sector with next to no barriers to entry;
isn't facing a shrinking market due to something like plastics/aluminum/etc being substituted for its product;
and can reasonably expect to see growing revenues, profits and markets for its products.

I'm surprised!

Ian.

P.S. Above was written with tongue firmly pressed into cheek.


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