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


To: Cary Salsberg who wrote (66125)9/20/2002 7:23:49 PM
From: robert b furman  Respond to of 70976
 
Well said,

It will be done on a wireless mode and it will be mobile.

kvh.com

Check out the admittedly "high end" applications rolling right now:http://www.beckerautodesign.com/fordexcur/

New custom homes now are being built with category 5 wire and networks are being installed.Some wireless,some hardwired and wireless.

Cars and trucks will have internet as they roll down the road.Phone/PDA's will provide pictures and e-mail.

WiFi will be a reason you go to a place for coffee,lunch or read a book.

All of these were simply dreams 2 years ago- now they are reality and in many cases much more affordable than early computers were.

How fast could their acceptance gain traction??

The applications continue to diversify .

We have all become junkies to data and we want it when we leave the home or the work place.

These kinds of buildouts will blossom faster than the internet did,as an established base of users is already in need.

JMHO

Bob

Tech which is not strongly linked to the economy now will become a larger piece of a stagnant pie.Business will use it for saving.People will use it for preference.

The devastation that Telecom is undergoing is bringing us the data at cheaper and cheaper rates.It will therefore be used in more and more applications - we have become addicted.

Tech is well on its way back AND Capex will once again be a reality,as much as that seems improbable now - I suspect its arrival will be much quicker than expected.

Bob



To: Cary Salsberg who wrote (66125)9/20/2002 10:35:28 PM
From: BWAC  Read Replies (2) | Respond to of 70976
 
Does anybody think AMAT could trade at $30 or $45 at some point in time prior to January 2005? What probability would you assign to each?