Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: C_Johnson who wrote (4576)	12/21/2002 2:41:22 PM
From: Road Walker	Read Replies (3) of 25522

Carl and Thread, Doesn't anyone (besides myself) believe that, since there was an huge and artificial PC upgrade cycle in 1999-2000, that there will be an echo upgrade cycle (I suppose similar to the "echo boomers"). My WAG is that it wouldn't be as intense as the 1999-2000 period, but still very significant. I also believe that pervasive WiFi may start to get traction towards the end of 2003, and that could provide a set of new benefits that are compelling to the end user. Both on the road and in the home and office. My VERY humble opinion is that we will see a significant PC upgrade cycle, beginning sometime in 2003. I am much less optimistic about the following upgrade cycle, I think the industry may be finally approaching a functional climax. Many folks have said that before... after this cycle it could be true. John

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