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

To: Sam Citron who wrote (60426)	2/13/2002 1:45:20 PM
From: Sun Tzu	Respond to of 70976

Not as much as I had wished. The issue with SK is that China and the global slump are eating their lunch. So much of the potential has not come to fruitation. I think one of the major reasons for the market crash was the lack of broadband and last mile issues. Telcos simply chose to pay over a million per month in fees and drive out the competition, than to invest in broadband. If you go back to the Internut hay day and read the potentials, many of them are possible and within current technology, but only if most homes had T3 or at least a T1 coming into their building. Everyone waits for the next killer app. The next killer app is wide spread adoption of broadband and the networked appliance. Until that gets on the way, we'll be moving within a channel. Fab utilization is still in the 20%~30% range. Granted, the advanced fabs are at 80+% utilization, but without the demand coming online, there would be little motivation to upgrade. This has not been true in the past, but this time around it may in fact be different. ST