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

To: Sun Tzu who wrote (25106)	4/29/2012 12:55:29 PM
From: Arran Yuan	Respond to of 25522

Just recommended your post as not only did it tell ways of rational analyses beneath the surface of mere GDP, but also did it trigger more pondering around debt and GDP. Except for spending and burning, rate of money and probably price increases also play a role or two in debt and GDP interpretation. In the digital money dominated world, things are so much further complicated.

To: Sun Tzu who wrote (25106)	4/30/2012 10:37:46 AM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

RE: "BTW, has anyone been keeping taps on the Internet itself - there is a quiet crisis of bandwidth shortage brewing - ditto for cell phones and wireless - it is almost like 1997 all over again, without the irrationality." Yes, for some time I've been writing about this. Here are some excerpts from my current newsletter. I still expect AT&T & Verizon to start spending less on 4G LTE wireless front end and less on the networks to tie their systems together soon. They have good coverage, but the networks are often far too slow. ATT raised the cost of my landlines nearly 20% ($3 each) which will give ATT cash to add capacity to their network. Finisar’s Chairman Jerry Rawls said he expects these “backhaul investments” to catch fresh tailwinds soon; "By the time we have [our new line of ROADM connection cards] finished and designed, carrier spending has to be coming back. The networks are becoming too loaded. They're going to have service-level problems if they don't start upgrading capacity." While driving through San Jose on the way to a fishing trip in Monterey with my brother, he used his iPhone to set up a Skype video chat with our other brother who was on his PC. He put the phone on the dash over my navigation unit so the other brother could see us both and I could look forward to drive. It was very cool. I have an 18-month old HTC/Android smart phone so it is fun to compare it with my brother’s new iPhone 4s. We found Apple continues to be a bit behind leading edge but what they do, they do very well. With minor technology difference between these two phones, what we found most important is the annoyance / disappointment we had when there was not enough bandwidth to use the applications we compared such as using GPS to see where we were when hiking around 17-mile drive. We also got stuck in traffic in a small town and neither phone showed it as if there was a blackout for the area. We couldn’t get traffic updates at all there which was very annoying. If I lived and commuted this route daily, I would complain to my carrier about the lack of coverage. Good opportunity! I hope I have my portfolio well positioned to take advantage.