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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 9:30 AM EST
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To: molemania who wrote (7299)11/10/1998 9:55:00 AM
From: Katherine Derbyshire  Read Replies (1) of 10921
 
>>Will the
impending introduction of cable TV set-top devices using chips such as the one
BRCM introduced today dampen consumer demand for computers in the long run
and therefore depress the entire chain from box makers down to semi equipment
companies and electronics suppliers a few years out?<<

Yes, set-top devices may keep conventional PCs from expanding beyond their current 40% market penetration. (Although I'm skeptical about that--TV and the Internet are fundamentally different media.) However, a diminished market for PCs does not necessarily translate to a reduced market for chips and equipment. Set-top boxes use lots of chips, too.

Katherine
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