SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: J Bertrand who wrote (36619)8/11/2000 12:25:30 AM
From: StanX Long  Read Replies (1) | Respond to of 70976
 
This is still thinking of the old cycle model.

Why will the OEM MFG of equips have cycles bases on older PC consumsion while as many of you have pointed out, wireless, Palms, network, dot coms and others drivers are consuming chip which need to be made buy someone using some equipment, this is no longer a PC consuming cycle it is a “NEXT GENERATION CYCLE” catch the wave.

It is an information cycle with years ahead.

I Hope

SD