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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mehitabel who wrote (138561)	8/5/1999 8:03:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 176388

Worldwide Semiconductor June Sales Rose 13.6% To $11.22B SAN JOSE, Calif. -- The Semiconductor Industry Association said worldwide semiconductors sales in June rose 13.6% to $11.22 billion from a year ago. In a press release Thursday, the association said Japanese and Asia Pacific markets led the upturn, with Japan semiconductor sales up 20% to $2.46 billion from $2.29 billion a year ago. Asia Pacific semiconductor sales for the month rose 22.7% to $2.77 billion from $2.26 billion a year ago. In other regions, June semiconductor sales also rose on a year-to-year basis. U.S. sales rose 11.8% to $3.65 billion from $3.26 billion a year ago and European sales rose 1.5% to $2.32 billion from $2.29 billion a year ago. On a sequential basis, June semiconductor sales rose 0.2% in the Americas, 0.3% in Japan, and 0.1% in Asia Pacific. European semiconductor sales, hurt by currency depreciation, fell 3.7% in June from May. Semiconductor product lines, such as flash memory and digital signal processing, generally used for communication applications such as cellular phones, are showing strong increases, the association said. PC unit sales have remained strong, driving demand for microprocessors and memory products.

To: Mehitabel who wrote (138561)	8/5/1999 10:36:00 PM
From: Sig	Read Replies (2) \| Respond to of 176388

<<<Need some well-informed techie to respond to this article about the perils for U.S. computer companies of their "lack of innovation">>> Well I spent many years as an Engineer, but you wouldn't call it techie efort. The man has a good point about innovation for the consumer market Witness Apples success. But Dell's main effort is for business where efficiency in the workplace and reliability is paramount. So for 30 years off and on I sat at a standard sized oak desk labeled "US Air Force Property". Solid, heavy reliable, non-sagging, never failing. Facility management needed only one template to realign all those desks in an entire building, which they did on a routine basis to accommodate new hires and still leave some room to maneuver between desks. At Douglas LB, at Rocketdyne, at Downey, at Inglewood,at Santa Monica, at Northrup,at EAFB, at Boeing Dev Center, at Boeing Flt test. In addition, we had a set of #2 pencils, erasers, and paper supplies. Sometimes a Friden or Marchant, possibly a phone. One time I got a newer grey metal desk, with linoleum top and some chrome trim. But it was never the same(G). Still stamped "USAF" tho. So I don't believe the writer has worked out just what is involved in producing and selling even a simple thing like a slightly better desk, and the psychological effect it would have on workers if you put the deep drawers on the left instead of on the right, or changed the design of the concave pencil holders. And in this case at least, one would have to first sell them to the Air Force, where multi-colored plastic in different sizes still won't be welcome. Summary: If it works, don't fix it(G) FWIW. Sig