Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 249.89

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Nov 26 3:59 PM EST

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To: Cary Salsberg who wrote (2248)	8/11/2002 5:10:17 PM
From: Jeffrey D	Read Replies (2) of 25522

"This is the last hurrah of the mainframe, dumb terminal architecture." Cary, maybe so. All I want is to see IT departments buying equipment with chips in them. Chips made on machines made by AMAT. Here is what IDC Research said a year ago about the thin client market. Jeff << Opportunity for Thin Clients Is Growing Fat - IDC Forecasts 8.7 Million Worldwide Shipments by 2005 09 Jun 2001 Communicating Products’ Benefits Will Be Key to Success more FRAMINGHAM, Mass., June 9, 2001 – Vendors of enterprise thin clients could use the weakening U.S. economy to strengthen their position. According to IDC, the current economic environment gives these vendors the opportunity to hammer home key benefits of their products: They offer a low total cost of ownership (TCO) and provide a high return on investment (ROI). “The economic downturn is causing many large corporations to slash their IT budgets. Many IT managers have much less money to spend and are reevaluating their options and considering thin clients,” said Bob O’Donnell, director of IDC’s Device Technology research. “The TCO benefits of thin clients resonate more soundly in the current economic conditions.” Worldwide shipments of enterprise thin clients are currently on the verge of breaking the 1 million barrier. According to IDC, they reached 900,000 in 2000, and before this year is over they will surpass 1.3 million. IDC believes if the industry does a good job educating the market, shipments will earn an increase just short of 10 times their 2000 volume, bringing them to 8.7 million in 2005. >>

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