Applied Materials No-Politics Thread (AMAT) Message Board

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

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Dec 1 3:59 PM EST

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To: Gottfried who wrote (24544)	9/22/2010 1:24:31 AM
From: etchmeister	1 Recommendation Read Replies (1) of 25522

Bloody Mary is back - the battleground appears to be communication or "communication related processors" - I actually believe that smartphones will outgrow PCs but I do not believe smartphones are going to cannibalize netbooks nor tablets. Actually Samsungs Galaxy tablet has a phone build in For context, let’s go to Mary Meeker’s latest (June 7th, 2010) Internet Trends presentation. By 2012, she predicts, smartphones shipments will exceed PC unit volumes. Approximately 480 million smartphones versus 430 million PCs, going to 650 million next generation devices by 2013: mondaynote.com

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