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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Jeffrey D who wrote (2244)8/10/2002 11:52:50 AM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
Jeffrey, seems to me that thin clients just shift the work to servers, so chips to to do it are still needed. But whereas a PC's resources may be idle much of the time, server resources are always up and probably better utilized. So fewer chips can do the job.

Gottfried



To: Jeffrey D who wrote (2244)8/10/2002 11:54:55 AM
From: Cary Salsberg  Read Replies (2) | Respond to of 25522
 
If the thin client business is so promising, why did IBM and the other companies get out? This is the last hurrah of the mainframe, dumb terminal architecture. Of course, MSFT is always working toward enfranchising themselves (mainframe, server, network control) and disenfranchising their customers. I believe the only threats to AMAT and technology progress in general are the the efforts of the law breaking monopolist.


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