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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (37049)8/28/2000 9:39:05 PM
From: Kirk ©  Read Replies (1) | Respond to of 70976
 
But chip revenues will peak in 2003 at $318 billion with a growth of just 7.5%, followed by a dip of 0.9% in 2004 to $316 billion, according to the new In-Stat report.

Just as we tossed rocks at reports by JJ that the cycle was ending with too much capacity, I get a good chuckle out of the articles that can predict how many in China will be using a cell phone in 2003 or how many US kids will be sharing test answers with wireless devices that are very local so they can tell us how soon the not yet running 300mm fabs will be at over capacity.

I don't think we have a clue yet of all the devices that will be rolling out in the years ahead. Can you imagine if cars can talk to each other wirelessly and avoid collisions no matter how stupid the driver? I just made that up as I was typing but it could be a reality... Put GPS in each car and then have the cars use "close proximity personal networking" and they might be able to do many things well... You might even be able to get on the freeway and let the car drive you to work safer than you do now...thus freeing up more time to answer your email! 8)

We are just seeing the tip of the iceberg and all these demand projections are just for "known devices" as there is no way to project the unknown... but I am sure many will give it a guess! 8)

Regards



To: Proud_Infidel who wrote (37049)8/29/2000 2:55:36 PM
From: Donald B. Fuller  Read Replies (1) | Respond to of 70976
 
These semi forecasters - does anybody here have evidence that they are any more accurate than a 90 day weather forecast??