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

To: Fred Levine who wrote (8341)	12/17/2003 9:24:00 AM
From: robert b furman	Read Replies (1) \| Respond to of 25522

Hi Fred, I've been drooling over Samsung TV's that feature Texas Instrument "chip" that makes "DLP" Digital Light Processing the most vibrant picture in the market. In asking when delivery could be done : Circuit City,Best Buy AND Tweeters ALL said NOT until February. They're sold out. Intel could knock a homerun here. PC's cost 2000. These TV's are selling out at $4500 - 12000. Bob

To: Fred Levine who wrote (8341)	12/17/2003 12:11:43 PM
From: Proud_Infidel	Respond to of 25522

Intel Seen Increasing Capital Spending Forbes Staff , 12.17.03, 10:52 AM ET NEW YORK - J.P. Morgan said Intel (nasdaq: INTC - news - people ) has been increasing its long-range (four-quarter) capital spending forecast over the past several months. J.P. Morgan said it now expects Intel's 2004 capital spending to grow 10% or more, compared with a previous forecast of a drop of 3%. The research firm now sees $3.85 billion in capital spending by the semiconductor giant in 2004. J.P. Morgan said Intel's 2004 capex guidance in mid-January should be a positive catalyst for equipment stocks. "We think the recent equipment stock correction is largely over and expect positive fourth-quarter earnings surprises and likely above-consensus first-half EPS guidance to be key incremental catalysts," J.P. Morgan said. Intel shares are up 20 cents to $30.46.

To: Fred Levine who wrote (8341)	12/17/2003 3:00:43 PM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

Nice article. Intel is a powerhouse. Priced that way too. I think some real money will come when someone figures out how to connect it all wirelessly so your house is not a rats maze of wires to connect all this equipment. I have a new DVR for DirectTV with TiVo on top of my TV now. It has a USB port... can I plug that into my PC and upload shows to burn on DVD? If so, a long wire is silly but a little dongle on it to connect to the new wireless notebook I just ordered would make sense. This would eliminate the need for VCRs, DVD players, etc. as you just use the TiVo/DVR to record stuff then upload it to your laptop for burning onto a DVD, saving on a HD until you run out of room or storage and deleting after watching on another TV in your house (why pay for 3 connections unless you have kids who can't agree on what to watcy?). I think HP, Dell, et. al. are on the right track where the PCs will eventually turn into entertainment controllers... IF they can do it all wirelessly... wow! Kirk PS Good riddance Comcast!