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Politics : High Tolerance Plasticity
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To: CommanderCricket who wrote (18195)12/18/2002 2:29:43 PM
From: energyplay  Read Replies (1) of 23153
 
We are likely to be looking at late 2003 or 2004 for any large tech recovery. Except for software...looks like there will be software buys in 2003 - upgrades, stuff to make previous IT investments work better. Maybe some storage.

I thought through the various electronic areas-

PCs down, cell phones down, PDAs down.
Xbox way down.
Consumer electronics weak, except for big screen TVs

What's up

Wireless networking, WiFi - and even that has slowed.
Security software, dedicated firewalls - up a little.
Sattelite TV
Sattelite radio for cars - but still slow.
DVD read/write.
PlayStation does okay at the expense of Xbox, GameCube.

Excluding PlayStation, All the above together aren't even 3% of the PC market.

Electronics is now a mature, cyclical industry - but it's still structured and has the expectations of a growth industry.
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