Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.92

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Nov 24 3:59 PM EST

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To: cluka who wrote (24861)	1/19/2011 8:57:33 AM
From: robert b furman	Read Replies (1) of 25522

Hi cluka, I need to listen to CC as I have not done that yet. My belief is Intel has stumbled regarding smart phones and tablets. They had to see another approach when they sold the mobile division to Marvell. My suspicion is they will leapfrog arm's design when they make smaller chips with the graphics also incorporated with multi core designs. The multicore designs started about the same time Marvell bought the mobile division. It makes senseto incorporate graphics and WIFI communication all into the same chip. Initial tests of Sandy Bridge shows great speed vs old bridging designs. This is just the beginning as new variations will be spun out quickly. Key will be to watch design wins for tablets that Intel makes. When/IF intel has a better mouse trap,Jobs/Apple will make the move as they have in the past. In between Apple has made a name for themselves as nimble innovators. Not out of character Intel will come in later and build the more efficient mousetrap. 2011 will be when it is done,2012 will show huge revenue increases if they get it done. Not sure but there is a chance that greater doubt on Intels capability,will occur in the near future. In between any dip in the market that also impacts Intel,will be a wonderful acquisition time. IMO I do think the dividend protects the share price from dropping to pre dividend levels in the low teens. Mutual funds based on dividend yield will embrace any dip in Intels stock price. Bob

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