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| | Why Applied Materials?
Applied Materials provide Nanomanufactoring technology solutions fo rhte semiconductor, flat panel and solar industries.
Their main risk is that they won't be able to continnue to provide innovativative technologies, which could lead to price pressures. The demand for their services can differ substantially because of the overall economic conditions.
Their balance sheet is strong, with hardly any debt and 1 billion in cash. The return on equity is 12% and the return on assets is 8%.
Their net income / tot assets is about 0.1 and their net income/non current assets is 0.25.
These numbers don't provide evidence that they have a sustainable competitive advantage.
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