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Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

Nov 12 3:59 PM EST

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To: Katherine Derbyshire who wrote (50519)	8/14/2001 4:22:22 PM
From: Kirk ©	Read Replies (1) of 70976

As a technology investor, I'm much more interested in that question than in trying to call the equipment cycle. Anyone got any ideas? Wearable computers or PDA devices. Perhaps you'll have all your data and software licenses with you all the time and then connect to a network computer to do whatever. I'd think an IBM microdrive and bluetooth networking to connect the device and you are set. Get into your car and the onboard computer recognizes you and connects to your computer. Voice recognition - you say "Call Chef Chu's" and the onboard computer gets Chef Chu's take out number from your PDA and dials for you then uses the auto sound system to connect your call, all hands free. The phone will probably have an IR port on it that plugs into a slot in the dash much like you plug in your coffee cup today (I actually helped design that IR module for this several yrs ago). I think "compute anywhere" is where we will eventually go. I don't use PDAs as they are a pain to keep syncronized...... except I do use my old HP100 LX from yrs ago... and a scrap of paper I print out from Excel with phone numbers on it taped to a biz card in my wallet is far more portable than the smallest PDA. A 2nd biz card works wonders for taking notes... so my PDA is two biz cards! 8) Go AMAT! I calculated Book-2-bill as up at 0.91... revenue down 11% this quarter. Will be interesting to hear what they say for the next quarter. Oh yes, wearable displays. Consider Agilent... put your PC in a PDA and you just need voice recognition for input and a display. A wearable display gives great resolution and takes little power... Kirk out

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