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

To: Gottfried who wrote (24544)	9/21/2010 12:13:01 PM
From: etchmeister	Read Replies (1) \| Respond to of 25522

In some circles, "Kenworth vs. Peterbilt" is a more important rivalry than "Ford vs. Chevy." But the famous big rig manufacturers are united in choosing Windows for their vehicles' in-dash computers, as Peterbilt's announcement of its new "SmartNav" system underlined yesterday. windowsfordevices.com

To: Gottfried who wrote (24544)	9/22/2010 1:24:31 AM
From: etchmeister	1 Recommendation Read Replies (1) \| Respond to of 25522

Bloody Mary is back - the battleground appears to be communication or "communication related processors" - I actually believe that smartphones will outgrow PCs but I do not believe smartphones are going to cannibalize netbooks nor tablets. Actually Samsungs Galaxy tablet has a phone build in For context, let’s go to Mary Meeker’s latest (June 7th, 2010) Internet Trends presentation. By 2012, she predicts, smartphones shipments will exceed PC unit volumes. Approximately 480 million smartphones versus 430 million PCs, going to 650 million next generation devices by 2013: mondaynote.com