From personal with the internet the last 2 months - during business hours, the net slows to crawl, servers are out of capacity here there and everywhere, especially on days when the market is up! Schwab, Etrade, hotmail, techweb, quote.com, ISPs you name it, they just don't have the horsepower to make the grade. The only thing they can do is to upgrade with 0.25um or less technologies - servers, storage, networking etc. etc. 0.35um just can't cut it anymore. Not even for toys - 10 million transistor Toshiba PSII CPU needs 0.18 um!
I believe that after LSI finishes their write-off for the cost cuttings, show realy earnings and sales growth, we'll take off. That that should be somewhere after Q2 results.
patrick |
