From A to Zeev" -- SI Sacks Zeev Message Board

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Pastimes : From A to Zeev" -- SI Sacks Zeev

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To: David Rosenthal who wrote (276)	3/20/1998 1:19:00 PM
From: Zeev Hed	Read Replies (1) of 708

David, there is one theory that states that demand for hardware may stay soft because of the shifting of resources to software in order to prepare for the y2k problem. I think this shift is minimal and long term, I do not think it is of major consequences. The Asian problem has major impact on world demand for electronic equipment, and until Asia resumes growth or a perception of future resumption of growth is present, weakness will continue. As for the semi-equip situation, I think that the industry has spent too great a percentage of its revenues in the last three years on equipment creating overcapacity (and thus pressure on prices) for the chips, and this need to come back into balance (either by closing some excess capacity, or increasing demand, for instance by reducing taxes drastically in Japan). Zeev

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