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

To: BWAC who wrote (7084)	9/8/2003 10:24:26 AM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

Orders at all time high? And breakeven profits? I saw that myself. I think they had better margins before. cbs.marketwatch.com One thing I always ask when you find a small company with 75% margins is "What keeps Intel, Agilent or another big company in the market space from taking their business and crushing margins?" If I can't find an answer like "iron clad patents." then I know it is only a matter of time while the biggies let the little guys grow the markets before they swoop in and munch on the low hanging fruit.