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

To: Sam Citron who wrote (9909)5/20/2004 3:06:43 PM
From: robert b furman  Read Replies (3) | Respond to of 25522
 
HI Sam,

I have the opposite opinion.

You design a machine to meet the specification Intel specifies.

You give them a deal on the machine which hopefully recovers your R&D.

Then you hope it is embraced by the rest of the industry and that is when market share growth and a return on investment is achieved.

When you build a machine that complies with the specs created by the leader - you give him the break(very confidentially), as they lead you to the leadership role.

JMHO

Bob



To: Sam Citron who wrote (9909)5/21/2004 12:31:20 AM
From: Cary Salsberg  Respond to of 25522
 
Sam,

Of course not! Some inkling may be derived by following shipments and revenue recognition.

These guys have been in the same boat for a long time and expect to continue for a while. They all pull in the same direction, so they probably don't play short term games.


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