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

To: Cary Salsberg who wrote (24634)	10/16/2010 2:51:06 PM
From: robert b furman	Respond to of 25522

Cary, I thought that Otellini's comments regarding the addition of a new computing platform was in disagreement with your thoughts that it is a zero sum game. I tend to think that tablets will supplement the digital mobility needs we have.There is no doubt, on the margin, it may defer the purchase of a laptop. I have had smartphones for more than 3 years - they never stopped me from upgrading my desk top and I also picked up a laptop. I think that tablets may well push phones around a bit. Personally I need like a bigger keyboard for my stubby fingers.I need a phone and would not have my feelings hurt if I used just as a phone. A camera and video on a tablet that featured a keyboard that was more user friendly to my hunt and peck keying would be wonderful. I think we'll all have 3 devices:phone,laptop/desktop, and tablet. It all adds up to a bigger pie that incorporates more chips into our future habits and needs. If you haven't read the alpha earnings of Intel - it is a good read. To the correct interpretation of Chips and their volume of growth - capital gains will be their's. I still think that by the end of next year Intel will be solidly in the hunt of expanding their revenue beyond the stated 10-15% THAT COMPUTERS ALONE REPRESENT. Its a subject of much debate and I side on the more overall growth with more proliferation of device types and manufacturers. Bob