Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 197.54

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10:07 AM EDT

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To: Cary Salsberg who wrote (60832)	2/21/2002 4:32:33 PM
From: Sam Citron	of 70976

I am not sure what you mean by "stabilize." You both raise good points. I think Kat's point is simply that the boom often monetizes the rosy scenario very early on in the adoption cycle. Thus the stabilization that she refers to may be a gradual dampening process in the amplitudes of future internet-related boom busts. It may take several more years for 30 frame per second wireless MPEG video on $99 handheld devices to become a reality. Whether you call such a change incremental or revolutionary is up to you, but it will surely usher in a Schumpeterian avalanche.

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