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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (40977)	12/20/2000 7:57:49 PM
From: John Trader	Read Replies (1) \| Respond to of 70976

Gottfried, Has this thread addressed concerns about the possible end of Moore's Law? If we were to reach the limits of optical methods, how will AMAT achieve growth? Seems like equipment sales would dive. I know that this issue has been around for a long time and that so far the concerns have been unwarranted. Any thoughts on this? The link below is for a Red Herring article that gets into this. From the article: "On the latest maps, terra incognita begins around the year 2006, when the optical lithography that has worked so well for 40 years begins to fail." If this were to happen in 2006, I wonder how far in advance it would start to affect the stock price. John "Making chips while the ultraviolet shines": redherring.com

To: Gottfried who wrote (40977)	12/20/2000 8:11:51 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Palm dropped from 44-38 during the day and then to 31 after they beat street because next quarter slight slump expected due largely to parts shortages. Do you think the folks who make the parts went on a long vacation or maybe they are playing a trick on palm? This is not evidence of a recession folks. There was another earnings report last night which explained a shortfall in much the same way. To quote an old Dylan song, "something is happening here that you dont understand do you Mr. Jones?" Sing it to the analysts, particularly to the clown at Merrill who downgraded cisco today BUT DIDNT reduce revenue projections or eps for this quarter or all of 2001. Or the financial analyst on cnbc yesterday who told a caller to sell nasdaq and buy dow because dow would make new high at 11,500 next year(10% gain from here) while the nasdaq would fall way short of its old high by closing the year at 4500(up 80% from then current level). The cnbc crew did not question this. Wednesday December 20, 6:55 pm Eastern Time Palm sees Q3 sales slump on shortages, seasonality SAN FRANCISCO, Dec 20 (Reuters) - Personal organizer maker Palm Inc. (NasdaqNM:PALM - news) expects sales to slump slightly in the third quarter from the quarter just ended in a seasonal turn intensified by parts shortages, the company's chief financial officer said on Wednesday.