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

To: etchmeister who wrote (24549)	9/21/2010 4:09:59 PM
From: willcousa	Respond to of 25522

This report rings true to me and I have the same reaction that you do in regard to my own travel usage. If you are going to do any heavy crunching of words or numbers you need more than a pad.

To: etchmeister who wrote (24549)	9/21/2010 4:29:35 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

RE: "Huberty’s research note uses data from NPD Group, which shows overall U.S. notebook sales declining 4 percent year-over-year for 2010. “Tablet cannibalization” is a significant factor in the dip, she supposedly wrote." Compound errors!!! U.S. notebook sales declined 4 percent year-over-year for ONE MONTH in 2010 according to Huberty's chart. Huberty used data from the NPD Group, apparently, but did not present the actual data, just a chart of monthly YOY changes. Her case might appear less disingenuous if she had presented the 2009 and 2010 data. The falling chart which supposedly corresponded to rising tablet sales more likely corresponded to rising notebook sales in 2009.

To: etchmeister who wrote (24549)	10/19/2010 11:57:32 PM
From: etchmeister	Respond to of 25522

Gartner analyst's claimed that "Consumer mobile PC demand, driven by low-priced notebooks, including mini-notebooks, slowed after very strong growth the past two years." The firm added that "media tablet hype around devices such as the iPad has also affected consumer notebook growth by delaying some PC purchases, especially in the US consumer market." But then yesterday Apple's iPad business posted a huge miss -- what now? 500 000 units @ $400 would be around $200 million; Intel fell short $100 million in meeting the low end of guidance given back in mid July. The I phone did great - but RIMM did well too six weeks ago or so. Several months ago analysts started touting weakness in smart phone area. Looks like Gaertner and some other analyst have a hard time lately in making predictions...and again DT reiterated that foundries (TSM and UMC) will be fully utilized @ 12 inch more predictions in m 24549....