SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : New US Economy Policy
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Arthur Tang who wrote (287)7/10/2001 7:32:14 AM
From: Arthur Tang  Read Replies (1) of 435
 
When technology bumps against limitations, people don't want to buy the new technology. Intel is running into lack of interest to buy their new Pentium 4 cpu. The reason is in the design faults, too hot to run. If it is only good for short runs, it will only be good for boat anchors. Server farms with thin servers has to run cooler.

When technology advancement depends on establishing new specifications in broadband telcom applications, delays slow down the economy. Convergence technology of using multiple access and MP3 compression to talk to each other in communications between Broadband DWDM, cable, digital TV and computer internet and extranet, still awaits partial trial in Japan by Docomo and NTT. ATT has not worked out the convergence technology specifications yet to tape out the semiconductor ICs for all systems.

These problems will take another half a year to resolve. New designs while fast will take 2-4 weeks. New semiconductors will take 4 weeks too tape out and 4 weeks to have first samples. Two more weeks to put on printed circuit boards. But a comprehensive specification will take 3 month to reason out the overall system.

So, the economy will be surviving on liquidation of old technology products. Productivity will be cheaper to invest in this year. You just buy more units and put them in parallel. Next year the new products will come in and the economy will bloom again surging for the next ten years. The new technology is a ten year before obsolescence technology. It is worth the wait.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News