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

To: Proud_Infidel who wrote (4971)	1/16/2003 4:05:27 PM
From: Sam Citron	Read Replies (2) \| Respond to of 25522

Well, you could be right. AMD is not on point because they directly compete against INTC's core market, but TMTA is a good example of how tough it is to compete against them even in a peripheral and specialized segment of the market. OTOH, ARMHY seems to have a much more diversified revenue stream than TMTA. But how much of a competitive threat IS Intel to ARMHY? Do they really overlap that much? What kind of IP protection and other barriers to entry does ARMHY have?