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Politics : High Tolerance Plasticity

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To: Umunhum who wrote (1011)	3/6/2001 10:31:39 PM
From: energyplay	Read Replies (1) of 23153

<PC sales - units or dollars?> I stand corrected, I had thought that units sales peaked with the Y2K issue. This could mean that some of the semis (PC centric and with little communication infrasturcture exposuret) will recover sooner than thought... (at least sooner than I think) Big if would then be power in California this summer. Wiht the Northwest hydro out, how will we keep the fabs running after July ? If you shut down a few fabs making critical parts, PC makers don't need to buy the rest of the parts. I will wait for the SOX to rise some more, then buy puts...

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