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

To: CrazyPete who wrote (17335)	1/21/2006 2:13:57 PM
From: robert b furman	Read Replies (1) \| Respond to of 25522

Hi Pete, I'd normally agree with that thought,but they may need to give a reason for the high end gamers to "accept no othe substitute for their ViiV platform. Fast processors,memory and graphice all on the the same super speed highway/motherboard would be hard to argue wether you plugged a cable in it or got it over Wi Max. It sounds like a strong plan to help Intel dominate more space inside the box - a way of Leaping Ahead ,if you will. Bob INTC @ 19ish would be a heck of a 6 month investment.

To: CrazyPete who wrote (17335)	1/21/2006 2:54:22 PM
From: etchmeister	Respond to of 25522

they'll inevitably slow down the rate of innovation and kill this market. To me in certain way Intel approach is almost like Microsoft bundling different applications - of course within PC's we have a choice - even among boxmakers we need differentiators To me three areas Intel is struggling: 1.) architecture 2.) platform strategy - it might be difficult to repeat the Centrino success; a disadvantage with Centrino is that 802 improved "bandwidth" and range over time. When I upgraded my notebook to wireless I had the choice between an older and newer version; I decided for newer version which was more expensive but it offered improved "bandwidth/speed" and range. In case I would have bought Centrino couple years ago how would I upgrade the wireless function? Probably not via Intel component; I would have to choose another supplier (like Linksys or Belkin) but that would defeat the "integrated Centrino solution" (perhaps I'm wrong on this one ?) 3.) Missing out completely on NAND boom sticking too long with NOR