Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 265.37

+4.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (25265)	10/13/1998 9:52:00 PM
From: Ian@SI	Read Replies (1) of 70976

GM, The key to believing came near the last paragraph... Overall, computer systems account for an average of between 5 percent and 8 percent of corporate budgets in the companies surveyed, depending on whether the business is an aggressive user of technology or not, according to Gartner. So 44% of the IT budget becomes somewhere between 2 & 4% of the corporate budget. In addition, many companies probably have a separate and incremental budget for buying capital goods such as PCs and other Y2K capable hardware. From a chip perspective, I suspect it'll be close to a wash. Less hardware required for fewer new applications with new functionality but more hardware will be purchased to replace Y2K non compliant systems. FWIW, Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next