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

To: Fred Levine who wrote (57502)	12/14/2001 12:32:13 PM
From: advocatedevil	Respond to of 70976

Fred, I was listening to CNET radio earlier this week and they reported that digital cameras are currently the most searched for product on the net. AdvocateDevil

To: Fred Levine who wrote (57502)	12/14/2001 12:38:13 PM
From: Sam Citron	Respond to of 70976

AD is busy trying to short Moore's Law at the moment, Fred, so let me answer. Don't be distracted by Xmas ads. Eliminate them entirely by reading all your papers online. Sirius is probably an excellent short. Small pioneers take arrows in their backs 99% of the time. Digital TVs will be much much hotter next Xmas. 3G phone sales will continue to be constrained by silly price gouging attempts by the networks who have not yet figured out that there is an extremely high price elasticity of demand and they can make more money by lowering prices. XP is ramping, but not a big driver for PC sales. PC sales are coming off the bottom, but the arena will be elsewhere. Sam