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Politics : Ask Michael Burke
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To: gbh who wrote (54797)4/6/1999 3:36:00 PM
From: Knighty Tin  Read Replies (2) of 132070
 
Gary, the same argument was made about Flash a couple of years ago. It simply doesn't fly, and here is why. The big buyers of DSPs are often cos that produce chips and the software that goes into them. The reason they haven't produced their all of their own requirements is because they had bigger fish to fry. Those fish are now rancid and they are willing to scale into smaller chip niches, like DSP, to try to make a profit. So, you add this new capacity to the coming communications tech slowdown, and you have a disaster brewing for a few very overpriced stocks.

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