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

To: Jacob Snyder who wrote (53117)9/25/2001 2:29:44 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
 
Intersting article:

IT security:

Message 16409217



To: Jacob Snyder who wrote (53117)9/25/2001 4:55:18 PM
From: Proud_Infidel  Respond to of 70976
 
If the current rate of semi-equip orders persists till mid-2002, then we are setting up for a serious shortage once chip demand comes back (whenever that is; I'm 100% certain it will happen, and very uncertain about when).

Add to the equation China's desire to become a major player in IC's, and we have a possible spending binge the likes of which we didn't even see in 99-00.

Brian


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