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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: ild who wrote (142351)1/8/2002 5:19:23 PM
From: patron_anejo_por_favor  Read Replies (1) of 436258
 
<<Who is buying semiconductors? PC sales are flat at the best, same with communications, auto, cell phones.>>

I was wondering that also. I think that conclusion was drawn simply because DRAM prices went up (which appears to be primarily due to the Hynix-Micron talks and hopes of production being mothballed, rather than increased demand). Both RSH and GTW announced disappointing (at best) PC sales. That leaves BBY, CC, DELL, CDWC and a few others, but there certainly is no consensus that business is booming from the retail end in PC's. Earlie may have some insight on this as well...
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