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Strategies & Market Trends : Analysis Class for Beginners

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To: Arthur Tang who wrote (1153)7/20/2000 7:58:40 AM
From: Arthur Tang  Read Replies (1) of 1471
 
Some one asked me privately to name a few companies to illustrate the technology shift?

First I have to name a few causes of the technology shift. The foundation of the technology shift came from the advancement of deep submicron lithography technology. It brings cost and power plus speed to a larger number of applications. Communications field has been changed since the introduction of ultra dense wavelength and/or frequency division multiplexers, which will provide expanded broadband bandwidth. Cable systems will be made parallel to computer networks for unlimited broadcast push technology usage. Computer microprocessors will see 1.5 ghz speed next year. Memory chips are going towards 512mb each. Software is developing into high power server applications supporting thin client devices. All this just to provide the less skilled with information easily. This will enable us to give jobs to the previously considered unemployable. The last 4% of the unemployed can do work on thin client devices, just as efficiently as the ones previously on thick clients. Thin clients have the software on the servers; while the thick clients have their software on their own computers. The IT department will have less work to support the thick clients. With the thin client, the business will change to more ASPs(application service providers). All experienced workers will staff the ASPs; while all corporations will outsource their internal departments such as accounting, mailroom, exchanges(sales and marketing), human resources, (some day) engineering, product design, etc. to ASPs.

This technology shift even though invisible at the present; it is felt in the slow down of older technology business already. Watch out, Microsoft just announced a $2 billion budget to enhance their ASP alliance with anybody who needs funding. Even Department of justice did not understand that Microsoft buys software, never did they originate their own. So, what forced divestiture on Microsoft will do is beyond me. However, the completion of this technology shift will take 5 years. You have to do your own research to take care of your future technology investments.
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