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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (4967)	1/16/2003 2:44:34 PM
From: Sam Citron	Read Replies (2) \| Respond to of 25522

Cary, Are you implying that there is a profitless long term future for any company that competes against INTC, even in an area that is somewhat peripheral to INTC's core competency? (At least I think it is peripheral, but you would be in a much better position to evaluate this than I.) Sam

To: Cary Salsberg who wrote (4967)	1/16/2003 3:35:03 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 25522

OT ARMHY: That is certainly a LT worry. For now, I think ARMHY's niche position is defensible. Almost every tech company could be destroyed by something Intel (or Microsoft) is doing. In addition, I think the stock will move (next 12M timeframe) based on whether their market shows any signs of reviving. Changes in market share won't change much in that timeframe, so I'll ignore it (for now, while I accumulate what hopefully is a LT position). Companies who dominate a mature niche, and try to maintain growth by diversifying, almost always fail. There are many attempts to do this, and very, very few success stories. The odds are that the next Intel is not Intel.