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

To: Gottfried who wrote (6082)	5/13/2003 10:07:46 PM
From: Proud_Infidel	Respond to of 25522

Wireless networking sales jump By Dawn Kawamoto Staff Writer, CNET News.com May 13, 2003, 3:29 PM PT Worldwide sales of wireless networking products grew in the first quarter, a seasonally slow selling period, according to a report released Tuesday from research firm Dell'Oro Group. Revenue for wireless networking equipment was $411 million in the first quarter, up 1 percent from the previous three-month period. Unit shipments for the quarter rose 6 percent to 4.8 million, according to the report. The sector was bolstered by 802.11g wireless products, which began shipping in the quarter, the report said. Products based on the technology accounted for 16 percent of the sector's revenue, and 17 percent of shipments. 802.11g is a new specification that transmits data at 54mbps, uses a 2.4GHz band and is compatible with 802.11b equipment. "We usually see declines in the first quarter," because it follows holiday buying in the fourth quarter, said Greg Collins, director of Dell'Oro Group. Last year, first-quarter revenue declined 3 percent from the fourth quarter, he said. The sector, which includes products based on 802.11 technologies and equipment such as access points and network interface cards, is facing a transition. While products with early versions of 802.11g have already hit the market, the technology is not expected to be approved as a standard until this summer. If the standard is approved, products are expected as early as August. "The big story for this year will be how 802.11g affects the (802.11b) market and the standardization that will emerge," Collins said. The Dell'Oro Group predicts that revenue for the wireless networking sector this year will be $1.9 billion, a 20 percent increase from last year, and that unit shipments will rise 60 percent. For next year, Collins expects more products that combine 802.11g technology with 802.11a, which is not compatible with 802.11b or 802.11g. "We've started to see some (combined) 802.11g and 802.11a solutions trickle out to the market during the first quarter, but likely next year, we'll start to see a dual-band market take off as things become price-competitive," Collins said. The 802.11a technology, which accounted for less than 3 percent of the market in the first quarter, transmits data up to 54mbps via a higher 5GHz frequency. 802.11b, which represented 81 percent of the market in the first quarter, transmits data at 11mbps and uses a 2.4GHz radio band.

To: Gottfried who wrote (6082)	5/14/2003 8:22:22 AM
From: dantecristo	Respond to of 25522

Loosing $$$$$$ on AMAT? Find out about Susan B. Felch's history of doggedly harassing subordinates on KKUP radio's Free and Clear this morning: kkup.com

To: Gottfried who wrote (6082)	5/15/2003 3:29:01 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

So maybe the PC isn't dead after all?????? LOL. Intel sees 1.5 bln PCs with fast Internet by 2010 Thursday May 15, 3:20 pm ET NEW YORK, May 15 (Reuters) - More than 1.5 billion computers, or three-fifths of all computers sold, will have high-speed Internet connections by the end of this decade, Intel President Paul Otellini predicted on Thursday. By 2010, handheld devices that combine computer, phone and video features will run faster than the fastest Pentium chip Intel now produces, and run some one billion transistors spinning at over four billion cycles a second. Otellini made the boasts during an annual strategy briefing for Wall Street analysts. Officials of the world's biggest computer chip maker sought to battle back critics who say the best days of the computer industry are over, and that semiconductors such as Intel makes are becoming commoditized. "I think there will be at least a billion and half broadband PCs," Otellini said. "That number is absolutely within our collective sights," he said, referring to the potential for the high-tech industry as a whole. Roughly two-thirds of U.S. workplace computers have high-speed connections, but less than one-third of residential users have connections faster than basic 56,000 bit-per-second dial-up phone connections over standard phone lines, according to data from Web Site Optimization LLC in Ann Arbor, Michigan. In 2002, the PC industry sold its billionth PC, according to market research firm Gartner Inc. The computer industry is struggling to create demand for new types of computers that boast in-built wireless connections and massive data-processing capabilities to overcome three years of flat to negative growth. Analysts predict tepid industry growth of between 4 percent to 6 percent in 2003.