Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 327.03

+2.5%

Jan 16 3:59 PM EST

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To: Lizzie Tudor who wrote (3309)	9/27/2002 7:32:35 AM
From: w0z	Read Replies (2) of 25522

Is there a rough estimate of number of chips required for a handheld device (3G phone from PCS- they are selling those now, or Palm enabled phone)... vs a PC? Half maybe? Probably tracks price reasonably closely...although not exactly because average margins may differ. I would guess a cellphone has 10-20% of the IC real estate that a PC does. Unfortunately this is why the wireless business is not a big driver for companies like AMAT. Microprocessors and RAM are (and probably will continue to be for the forseeable future) the main drivers for the semi-equipment business. RFIC's also do not really require the dense geometries that uP's and RAM require which means they can be manufactured using older generation semi-equipment.

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