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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: scott_jiminez who wrote (4646)	8/6/2002 8:21:24 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 95546

>> subsequent to a decade of unbridled demand for increasingly powerful cpu processing capacity, a ceiling has been reached Scott, Anecdotally, I'll tell you that even in these troubled economic times, last week I bought a replacement computer for my home: a 1.8 GHz to replace a 300 Mhz. The reason is not frivolity, but simply that old computers are too slow to run the new applications. At work, I also stopped using my old Dell notebook even though there is nothing wrong with it, and bought 2 new Dell notebooks as replacement. Also for reasons of speed and features. You cannot even give the old computers away to schools or churches. When voice and imaging applications become more popular, even more processing power and memory will be needed. Sarmad

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