Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (142351)	1/8/2002 5:19:23 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

<<Who is buying semiconductors? PC sales are flat at the best, same with communications, auto, cell phones.>> I was wondering that also. I think that conclusion was drawn simply because DRAM prices went up (which appears to be primarily due to the Hynix-Micron talks and hopes of production being mothballed, rather than increased demand). Both RSH and GTW announced disappointing (at best) PC sales. That leaves BBY, CC, DELL, CDWC and a few others, but there certainly is no consensus that business is booming from the retail end in PC's. Earlie may have some insight on this as well...