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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: fedhead who wrote (8310)8/13/2001 8:00:00 PM
From: Mark Fowler  Read Replies (2) | Respond to of 57684
 
Well the ceo of Intc says a bottom is on the computer industry and orders are suppose to pick up on a number of firms in the coming 2nd half. Semiconductor makers will soon overcome inventory problems,the inventory overhang seems to be a one- or possibly a two-quarter problem, and the wireless boom will stimulate demand . Market seems to be looking past that now.

Broadcom is building chip solutions for getting broadband into the home and office environments.



To: fedhead who wrote (8310)8/13/2001 11:19:01 PM
From: Bill Harmond  Respond to of 57684
 
Cable Internet connections increased 20% sequentially in Q2? That is huge.

zdnet.com