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: runes who wrote (6382)	7/4/2003 3:35:36 PM
From: Lizzie Tudor	Read Replies (1) of 25522

...Anectdotally - the PC component of the demand has been steadily declining since it's peak in '83 (advent of the IBM PC). And yet the '98 - '00 boom was the biggest one yet. That seems intuitively true. I have never seen any hard statistics on the breakdown of PC vs. non-PC fab utilization, but based on PDA, phone and TV (tivo and plasma smart-tvs) increase in electronic components, it seems like the pendulum has to be swinging the other way now. Especially TVs, those went from no electronics to mini-Pcs for the more advanced models.

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