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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (37136)9/18/1998 1:08:00 AM
From: C_Johnson  Read Replies (1) of 1571063
 
Hello Tenchusatsu,

Even though Merrill's analysts expect '99 to be a tough year, I have seen several reports that suggest a "second half recovery in manufacturing orders to the electronic industry" (specifically Asia) and the potential for an "upturn in the semiconductor industry in Q498."

I would love to see this happen but all the data I have seen suggests this is a seasonal upturn. If we do start to see a more pronounced increase in device demand - especially in Asia - I would really start jumping up and down. If that happens, it is possible that even the lower clock speeds will see solid demand.

Of course, manufacturing high speed parts is certainly an issue. One thing is certain, if demand starts to swing to the upside that can only mean good things for Intel.

Time will tell....

Regards,

Carl

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