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

To: robert b furman who wrote (2683)	8/28/2002 11:48:12 AM
From: Proud_Infidel	Respond to of 25522

MEMS growth in wireless remains strong, says report Semiconductor Business News (08/28/02 09:23 a.m. EST) SCOTTSDALE, Arizona -- Even though estimates for sales of RF MEMS in cellular applications are being cut, wireless MEMS in total will experience growth of more than 30% per year for the next few years and reach a worldwide market size of nearly $1 billion by 2006, according to market research firm In-Stat/MDR. The firm reports that worldwide revenues for wireless MEMS - in the form of RF MEMS components and wireless MEMS sensors - will experience a 37.2% CAGR between 2001 and 2006, with the cell phone, automobile, and industrial processing/condition monitoring markets leading consumption. For RF MEMS packaging hurdles appear to have been overcome. But the next issue is getting the devices into the market where no supplier has yet proven volume manufacturability, the company said. Sales of RF MEMS - including switches, relays, filters, and inductors - are forecast to reach the $200 million mark by 2006, down considerably from earlier forecasts. Sales of wireless MEMS sensors are forecast to reach about $700 million in 2006, largely based on the use of sensors in tire pressure monitoring systems. However, this application is not yet a done deal a pending government decision could either completely eliminate this segment beyond 2006, or provide for exponentially higher revenues. The report, "Wireless MEMS: Unleashing the Power of 'Small'” is authored by Marlene Bourne, a senior analyst with In-Stat/MDR, and priced at $3,295.00

To: robert b furman who wrote (2683)	8/29/2002 12:39:53 AM
From: chojiro	Read Replies (3) \| Respond to of 25522

As this process disappoints and drags on, the shorts will be loud and rambunctious - just as bulls where giddy at the top. Judging by the sentiments of this thread the real pain has yet to begin. Time is on our side and will reward us over the long term - that is how and why I invested in the first place. What about the people who are in their 50s? That's 10 years less than you have. The lag effects of 41 year historical low rates will kick in (it already is) slowly and with great continuous power. Don't forget... "Don't fight the Fed." You "lag effect" theory is lagging a bit. We've been down here at Fed funds rate of 1.75% for a while now and over 18 months since they aggressively began cutting. How much further will they take it? P.S. I currently have no position in AMAT. EDIT: I'm not so sure the rate cuts are working. Have we seen a return of capex? A stop to the lay offs and new hiring? I think the injection to the current situation is nothing more than consumers carrying the burden of a drug addicted pimp.