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To: max power who wrote (9186)6/8/2000 4:07:00 PM
From: Scrapps  Respond to of 9236
 
Chip growth surges in all segments thanks to communications, says SIA midyear forecast

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But communications is also driving strong growth in the existing major semiconductor categories as well, causing the SIA and many market research firms to increase forecasts for growth in the next couple of years. "This is the first time in 15 years that an upcycle has been led by something other than the computing industry and the first time since 1996 that our industry is back on the long-term growth rates," Dickson told the SIA luncheon.

"It would appear there is no end in sight to the communications explosion," he declared. "At least from the service provider level, it could well be for the next five to 10 years they are supply limited in terms of how they run out their networks and build them."

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The whole article is here:

semibiznews.com



To: max power who wrote (9186)6/8/2000 4:12:00 PM
From: Scrapps  Read Replies (1) | Respond to of 9236
 
We either see the Fizzle Factor or the Rocket Rally tomorrow when the reports come out. Hope the results show the economy slowing. I'd also like to here some expert comments about the new AWRE patent.