Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 336.11

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9:59 AM EST

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To: Fred Levine who wrote (8878)	2/12/2004 11:14:11 PM
From: Big Bucks	Read Replies (1) of 25522

Fred, optical chips will still use pretty much the same manufacturing techniques in use today...the materials will change but will still need specialized equipment to fabricate/manufacture the chips. AMAT will definitely still be involved. Optical chips are commonplace in the telecom industry, INTC has developed a method of integrating micro-optical devices as logic using a photonic communication/transmission bus instead of, or in conjuction with transistors.... Even if OLED's become a leading technology, there will still be room for legacy types of displays for years to come, but over time obsolescence will determine what technologies survive. BB

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