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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.41+1.1%Dec 19 9:30 AM EST

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To: Big Bucks who wrote (17324)1/20/2006 2:29:13 PM
From: robert b furman  Read Replies (1) of 25522
 
YUp ,That's how I see it.

Intel is trying to "leap ahead "over the competition.
Once that is established, microprocessors only will be a commodity for low end desk tops.

There is a huge redefinition of modility and Vista that will hit very soon.

Most likely see the true impact in Q4 06 an 07.

Bob

Bob
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