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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: Think4Yourself who wrote (3286)4/12/2001 5:48:32 PM
From: Gottfried  Respond to of 23153
 
John Q, I have read the Commander's post and CSCO worries me more than anything because of the possible fallout.

Gottfried



To: Think4Yourself who wrote (3286)4/15/2001 10:24:23 PM
From: energyplay  Read Replies (1) | Respond to of 23153
 
Orders below zero for semi companies-

I've seen this in the past and it's real...

What is really neat is if the costs are higher than the selling on a particular device (say due to low yields)
you lose money when you sell the first time. When it gets de-booked and returned, you then MAKE money.
Everthing's got to balance. Go figure.

PC Comment - how much more than 1 GHz to the gamer's need ?
If their buying slows...(and since many gamers are ages 14-28, close to last hired/first fired, any employment cuts
will hit them hard)

This would leave cell phones and PDAs as the only things moving.... and there are big inventories of PDAs at
Palm, and I think cell phones also.

I think the semi companies are looking in to the ABYSS.