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

To: Proud_Infidel who wrote (8873)2/12/2004 4:53:52 PM
From: Fred Levine  Read Replies (2) | Respond to of 25522
 
Would any techie be kind enough tocomment on the significance of two recent developments for AMAT's future:

1) OLEDs-- It does seem that AMAT is out of the OLED business, but can it be a player?

2) The new INTEL light transmission?

3)I haven't heard much recently of the biological transmission of data that HP and IBM were working on, so I regard that as either yrs away or not at all.

fred


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