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Technology Stocks : PC Sector Round Table

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To: Pierre-X who wrote (702)	8/7/1998 6:34:00 PM
From: Stitch	Read Replies (2) of 2025

Pierre, Thread; In spite of your obsessing about keeping your pants up your hypothesis of speech recognition being the next killer application is gaining ground in some lofty places. The following links to a fascinating report on just that topic. "Bet on Intel's Upside" Opportunities to drive PC sales demand fabtech.org I have long felt that with the emergence of wide adaptation of the BTO model the semiconductor, PC, and DD sectors are more closely linked then ever. I have increased my information searches to follow forecasts and articles on all three markets more thoroughly as a result. I don't think this closer linkage will go away until PCs decline in importance as a demand driver, perhaps giving way to more "appliance-centric" products. (Set top boxes for example). I do not expect that to happen soon. But in the meantime I am very encouraged by the following companion link to the above piece. "The Semiconductor Market Upturn Surprise Surprise Surprise" fabtech.org By the way, readers may want to check out the whole site at fabtech.org Nice work Pierre. I first saw the notion of speech recognition as the next killer app from your post here quite some time ago. Best, Stitch

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