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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: marginmike who wrote (170710)6/6/2002 1:43:42 PM
From: Haim R. Branisteanu  Read Replies (5) of 436258
 
mm, the high tech sector is very very gloomy now but IMHO the aging of the buying binge in 1999 (Y2K) will force many corporation to buy new computers in the second half. The economy has stabilized but all IT guys are still stoned from their previous buying binge of servers wireless gadgets etc.

There is a natural cycle which will lift all ships. PC life span is somewere around 3 to 4 years from a technological point of view. Further keep in mind that due to the lower USD computers are much more cheaper in China, India and Russia for example. ...... and the US has the lock on PC processors.

So the first wimp of pick up would lit the NAZ IMHO .......... and all will speak again about the "price of PC memory in Taiwan" <GGG>

BWDIK
Haim
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