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

To: Joseph Beltran who wrote (49004)7/10/2001 1:21:59 PM
From: Ian@SI  Respond to of 70976
 
JB,

IMO, Y2K has played a minimal role, if any role at all in the current tech recession. As I recall, major system upgrades were deferred in order to reduce the number of moving parts prior to Y2K. If anything, there was a slowdown during the latter part of 1999 and early 2000 rather than a contribution to this year's slowdown.

Rather, I see the following as contributors.

Communciations sector overbuild / glut which is now being burned off.
PCs: No earthmoving developments.
PDAs A fad which has run its course.
HDTV: Early days, but promising.
Cellular: 3G delayed, no real driver for growth.
Other digital stuff: Not enough growth to absorb available capacity.

But who knows, you could well be right.
Ian



To: Joseph Beltran who wrote (49004)7/10/2001 1:29:43 PM
From: Pink Minion  Respond to of 70976
 
suspect that alot of companies loaded up on materials and product inventory in anticipation of y2K problems

I don't think that happened. What they did do was trash their old Cobol mainframe code instead of trying to fix it. They instead bought lots and lots of PCs, servers and Oracle/MSFT databases.

The incentive to buy all that technology is over and ain't coming back.


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