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

To: Cary Salsberg who wrote (24551)	9/21/2010 6:30:36 PM
From: etchmeister	Read Replies (3) \| Respond to of 25522

They talk notebooks and netbooks. let's assume for a minute there would not be an I Pad. Would netbooks compete with notebooks - probably to a certain degree but I do not believe netbooks would cannibalize. I love my little Atom Acer (paid $299 for refurbished model) because it's small and handy. Actually we upgraded (bought) a new desk top. If there is really back to school demand and students buy a new laptop why would they buy a "device" without keyboard? Many phones include a camera - do phones cannibalize digital cameras? Taking pictures with your phone and sending it on is a nice feature and consumers seem to love it but this does not mean it is destroying the market of DC. And if I Pad is really cannibalizing the notebook why not Apple's I Books? Are only PC notebooks jumping ship and go out and buy I Pad? Goldman Sucks is on this trip believing tablets will run Intel into the ground. Speaking of Intel and 22nm - who is supplying litho or is Intel extending current (litho) technology? Are we going to see "direct write" @ 22nm - not much time left - so the answer probably is no.