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To: Bill Harmond who wrote (77337)9/14/1999 2:25:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
But whats propelling the up-cycle? Last time (if I remember correctly) it was the new pentium chips and win95 etc. A massive desktop replacement cycle had begun, along with unix and client/server displacing the mainframes. My sense is that PC growth here is kindof stagnant. There are all the electronics needed for comm equipment but most of those are much simpler to design than CPUs... (meaning you need less semi-equips like AMAT)... I'm confused