Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 191.27

-4.0%

10:59 AM EDT

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To: John Trader who wrote (60826)	2/21/2002 3:25:31 PM
From: willcousa	Read Replies (1) of 70976

When I introduced the idea of the herd mentality to the discussion I did not mean to imply that the cycle is at all herd-induced, tho it may be. I see the cycle as attenuated by the herd mentality. Most don't have the appetite for doing anything until a lot of others are doing it too. There can't be many people who have computers. There must also be a lot who will never use one in the way we do. If it is buried in their car, sure they will use it. If they have to do any work to use it - never. In regard to last mile - has WIFI and the independent cluster phenom that is occurring been discussed here? I can remember many of the first cable TV systems starting in the same way.

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