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

To: Jacob Snyder who wrote (50951)	8/21/2001 10:47:16 PM
From: trilobyte	Respond to of 70976

Jacob, I'd bump up wireless to #1. You don't necessarily need a "killer app" for wireless data short term. The recovery in that sector will simply be led by a rebound from the unreasonably low order levels of the last year coupled with secular growth of the sector. Mid-term, QCOM's 3G will be big next year. It's already big in Korea and should take- off in US soon. Why do you want new wireless data apps? The phone itself will be the new app as more and more people use it on the run to retrieve information from the web and personal files. Cell phones will soon acquire all the functionality of pda's. Then, China+India will be big in the next few years. We're probably talking about tripling the world based usage of cell phones during the next 4-6 years. In this case, good old voice is the killer app! People over there can't necessarily own a house or car but you can be sure they'll want to own their own cell phones. It's a status symbol for a lot of them. Finally, I think we will move away from cables to wireless sytems in general. Listen to the quarterly/monthly updates from the likes of RFMD, KOPN, TQNT (today), QCOM, and you'll see that wireless is recovering now. cheers, Trilobyte.

To: Jacob Snyder who wrote (50951)	8/22/2001 3:07:18 PM
From: Paul V.	Respond to of 70976

Jacob, Refer to Sept '96, Sept '98 and Apr. '2001. It looks to me that at the above times that AMAT reached it's lows in orders. Once it started to reverse up on orders it continued to its highs. This year it appears that AMAT reached it's order lows in April at 721.3 and has continued an upward movement to the current 764.2. The only explanation is that the institutional got in early and have held the stock up. When orders increase so has the price even though the EPS hits the pits. Just my opinion. Paul