Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 240.80

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3:59 PM EST

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To: Jacob Snyder who wrote (60683)	2/17/2002 6:44:40 PM
From: Cary Salsberg	Read Replies (1) of 70976

RE: "This happens every time a new technology gets mass-adopted, and "changes everything"." I didn't see steps 1. through 7. with computing or autos. I don't believe the dot.com induced "bubble" represents steps 1. through 7. for telecom/internet. There were severe distortions and there have been and will be dire consequences for telecom/internet sectors, but telecom/internet is in its infancy and there will not be consolidation, but technology driven evolution. Survivors: Programmable logic device makers; analog and mixed signal chip makers; chip equipment makers; communication processors and logic chip makers; wireless chip makers; optical component makers; leading box makers: CSCO, IBM, SUNW, LU, NT, NOK; monopolist telecom suppliers: RBOCS, cable companies.

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