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

To: Shoibal Datta who wrote (45452)	4/16/2001 11:23:06 AM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

My GUESS is future growth will be in very low power PCs. You get headlines with P4 speed but whatif you can make a mobile P2 200 MMX equivalent for 25¢ that runs on a cell phone battery for 15 hrs? Plug in a wearable display... and you think there might be a market for this sort of chip? VERY low power probably works well with short channel lengths found in a 0.13um process. My GUESS is they don't make a big deal out of this as why tip their hand? Of course, I like to GUESS about 2-5 yrs out rather than wait for Jonathan Joseph or Mark Edelston to tell me what just happened or might happen in the next 3 months. 8) Kirk out

To: Shoibal Datta who wrote (45452)	4/16/2001 12:17:44 PM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

But then, I'm no techie. Perhaps you're too much of a techie and unable or unwilling to see the future for this sector. But then there are many investors that decades ago felt that KO, WMT, etc. had no future neither. During the next 2 decades, what percentage of the world's population might be able to afford a PC? How will that change from today's percentage? What other uses will lead to currently unimaginable proliferation of chips? A personal favourite is the "babel fish" mentioned by Doug Adams in Hitchhiker's Guide to the Galaxy. This is a fish that gets inserted into a person's ear. It provides an instant translation of any spoken language into that understood by the wearer of the babel fish. A voice recognition and translation chip sounds much more preferable than sticking a fish in one's ear. ;-) As implied in my earlier post today, chip prices will continue to come down. Chip usage and uses will continue to proliferate. And individual companies will evolve the chips and types of chips that they offer. If PCs become obsolete, INTC will move its prowess to whatever brings it the highest gross margins. This sector will continue to outgrow the economy for many more years to come. Ian.