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Strategies & Market Trends : New US Economy Policy -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Tang who wrote (245)	9/30/2000 8:02:31 AM
From: Arthur Tang	Read Replies (1) \| Respond to of 435

Is this new economy driven by technology? the answer has to be yes. But our new technology has its fits? First Intel made a lot of noise claiming wrong planning or no planning at all. Then a series of recalls. Now the new product plans were pulled back or discarded. Will that bungling hurt our economy? I say no. The problem started with Intel going for monopoly. The migration path was designed to obsolete others by Intel's size and lithography technology advantage. But in the semiconductor industry, keeping up is fairly easy, AMD proved it. Then the size of integration tripped up Intel and they fell hard; not knowing they only have to sort the production right to get shipments out. They have to sort voltage and speed to much tighter tolerance to get the products to be stable. So much for that. Then Apple's cube was strictly industrial design for the looks(not engineered right), but failed to prevent the heat and pressure to destroy the plastic and started crazing(microcracks). Solution is simple, a few more holes on the casing(let the heat out). So, people are scared to buy in large quantities, because these manufacturers were careless. Bigger and better computers are needed but no one can assure these new computers can perform. The money is there, the need for speed is there, but no products to satisfy them. So,the new economy will have a slight delay. The minute Intel resorts all the pentium III ot IV, all the boards can be plugged and market will be satisfied. Greenspan had nothing to do with any of this.