Applied Materials No-Politics Thread (AMAT) Message Board

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

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Nov 21 3:59 PM EST

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From: etchmeister	2/14/2011 11:57:37 PM
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And that bears a little explaining: Leaving aside AMD and Dell, Morgan Stanley believes tablets will actually help push users more toward the “paperless office,” and so they write that cannibalization of printing supplies is a much-understated potential area for cannibalization, and that that could hurt Ricoh and Lexmark. What about HP? - and I thought the paperless office was implemented 10 years ago. What did I miss? authored by numerous analysts, including Kathryn Huberty, Mark Lipacis, Adam Holt and Ehud Gelblum. as usual Lipacis is shooting blanks.... stick with the ones that actually provide the technology Message 27168237

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