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Politics : Formerly About Applied Materials
AMAT 225.18-1.5%Nov 18 3:59 PM EST

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To: Shoibal Datta who wrote (45452)4/16/2001 11:23:06 AM
From: Kirk ©  Read Replies (1) of 70976
 
My GUESS is future growth will be in very low power PCs. You get headlines with P4 speed but whatif you can make a mobile P2 200 MMX equivalent for 25¢ that runs on a cell phone battery for 15 hrs? Plug in a wearable display... and you think there might be a market for this sort of chip?

VERY low power probably works well with short channel lengths found in a 0.13um process.

My GUESS is they don't make a big deal out of this as why tip their hand?

Of course, I like to GUESS about 2-5 yrs out rather than wait for Jonathan Joseph or Mark Edelston to tell me what just happened or might happen in the next 3 months. 8)

Kirk out
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