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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (65816)	7/16/1999 8:40:00 PM
From: tejek	Respond to of 1573957

Charles That is another way of looking at the same problem....I think it is analogous to the glass half empty, half full scenario. < I don't have the numbers handy but the microprocessor unit shipments (1998-1999 YTD) are up approx 20%. Hardly a sign of weak demand.> Hardly weak but apparently weaker than the pc makers, the disk drive manu., the chip makers et al had planned for or counted on. Yes that is what has been happening. < The PC business on the whole is headed the commodity way which means that in a typical year very few manufacturers (silicon or subcomponents or systems) are going to make money. Niche players will thrive and main stream guys will suffer. Low cost producers in general will prosper.> Maybe but it seems just when you think you know what's going down, it changes. I read an article recently in IBD that said a shortage of fab space is expected by the end of next year because chip demand is starting to grow again. Who know's, that may make ASP's go back up. < I think the real money is not on the hardware side. IMHO, most of the money to be made is in software and services.> It looks that way. ted