Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 226.05

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Nov 14 9:30 AM EST

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To: Proud_Infidel who wrote (2045)	8/3/2002 8:10:24 AM
From: robert b furman	Read Replies (1) of 25522

Good MOrning Brian, This PC thing has me confused, I think it was a post you made yesterday that indicated desk tops were flat but laptop were actually growing in sales. I'm thinking that is a saturation thing.As we all have learned we need PC's to do our affairs - we all have made 2-3 upgrades over the last 5-6 years.Now we are learning that we need our electronic leashes as we are mobile.Thus the upgrade for a maxxed out P4 gets deferred as we pick up a little bit of male Jewelry - the lap top. Lap tops are in fact a more expensive computer than a desk top ( going off memory here average desk top was 800 and laptops are 1400). This doesn't show me weakness - this shows a trend to the more expensive toy. We now want all our contacts as we're mobile. I've seen this same phenomenon with KVHI.They just intro'd satellite based internet via their "Trac Net" antennae and server with 802.11 wireless and it is hot(an $8000 toy for your boat). I think our desrire/need for computers is becoming more mobile/upscale as desk tops reach a saturation point at work and at home. The sector we're missing is business replacement cycle.I'm guilty of putting that off. I'm hopeful of leapfrogging into the wireless technology and web based customer services and skipping the lets see if this works(current) stage. Both GM and Chrysler are saying that dealers will have to upgrade by the start of 03 for a faster web based way of doing business.Gm owns the largest private satellite system in the world and they may not use it because the internet is cheaper!! Signs of excess capacity in Telco world I guess.Wonder what they do with Hughes old satellite system - hunt for Osama maybe.gg Bob

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