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

To: Dr. Mitchell R. White who wrote (4606)	12/25/2002 7:30:22 AM
From: w0z	Read Replies (1) \| Respond to of 25522

In any case, computers are only a small part of Si-based circuitry in use, and contemplated. Are you sure about that Mitch? I believe computers are the #1 application segment for silicon IC's by far. I can't quickly find current data but this was the case in 1997: Computer 50.6% Communications 17.7% Consumer 16.2% Industrial 9.2% Automotive 5.3% Gov't/Military 1.0% I'm sure Computer is a lower percentage now but it surely must still be the primary driver of the silicon IC business. converge.com Merry Christmas All! Bill

To: Dr. Mitchell R. White who wrote (4606)	12/25/2002 12:03:56 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

Mitch, OT >They still do a fine job, have plenty of memory, and seldom crash and burn.< A 3 year old PC is likely to have 128MB memory or less and Windows 98. I still have one and it does crash or freeze a little too often. I won't upgrade it but will buy a new one because Windows XP is more stable. XP also requires more memory and the new PC will come with a much bigger HD than the 4GB the old one has. I upgraded a newer laptop to WinXP and am delighted with the stability. I think WinXP is the main reason for buying a new PC, followed closely by larger HD and faster processor. Upgrading a 3 year old PC is just not cost effective. If a tightwad like me is thinking of buying, many others must be, too. Put bluntly, I disagree with your statement. Gottfried

To: Dr. Mitchell R. White who wrote (4606)	12/25/2002 2:58:16 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

RE: "Now I've got enough." Progress is a mix of continuity and discontinuity. You sound like you have been on a continuous segment of the progress curve and have reached an area of diminishing returns. I had similar feelings a while back. The good news is that my feelings have changed because my requirements have changed. My discontinuity is that I want to listen to music or watch videos while I have peer to peer file sharing in the background and I have an intermittent need to view streaming quotes and read these threads and Yahoo company news. My discontinuity is just the start as we replace numbers and words presented in a GUI with music, video, and voice recognition.