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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (6921)	8/10/2001 7:48:23 AM
From: Earlie	Read Replies (1) \| Respond to of 74559

Dolinar: Many thanks for the report and for the translation. Best, Earlie

To: smolejv@gmx.net who wrote (6921)	8/10/2001 8:19:58 AM
From: Lucretius	Read Replies (1) \| Respond to of 74559

where did you find that?

To: smolejv@gmx.net who wrote (6921)	8/10/2001 9:21:20 AM
From: elmatador	Read Replies (2) \| Respond to of 74559

One of the reasons the chips are down: The PC and semiconductor industries depend on a continuos source of demand for computers that are more powerful of the last ones, and most important in a continuous development of new peripherals. It has always been like that: Dot matrix printers replaced by laser printers Balck and white replaced by color printers HD of high and higher capacity CD ROMs DVDs PCMCIA Cards Modems/fax cards Sound cards ZIP DRivers LAN Cards Today's PCs hit the wall. They have no room to growth. The appeal for replacing older PCs could be broadband. By broadband I mean consumer broadband. Because office LANs already have broadband like your Ethernet. But broadband is blocked by the lack of high rates access. High rate access depends on the ILECs (Incumbent Local Exchange Carriers) to allow this to happen. ILECs have blocked broadband over thier infrastructure. Without high rates access that would allow people to use their PCs in new ways there is no incentive to replace the older computers. New computers which could "chew" 2Mbit/s of bandwidth. Investors put money in laying fiber because there was easy. No ILECs to block them. ILECs were safe in their belief that anyone could build any backbone fiber they wish, that's because they couldn't reach the customers that ILECs keep in a tight leash. Today the fibers lay dormant and there is no icentive to lit them. Unless we get broadband under way, the telecom industry will not recover. Neither the semiconductor industry.