SI
SI
discoversearch

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.
Non-Tech : XXXXXXX -- Ignore unavailable to you. Want to Upgrade?


To: Cynic 2005 who wrote (1824)12/2/1997 2:17:00 PM
From: Janice Shell  Read Replies (1) | Respond to of 2563
 
J!

Taht, as I see it, is a different problem. There isn't, as far as I know, less demand for chips; there are price wars, with INTC in the lead, as always. And apparently to some extent there are product transition problems--the next generation of more powerful chips won't be out for awhile yet, so there's no new Must Have they can charge more for.

Cheaper chips, of course, mean good times for the box makers. They can lower their prices and improve their margins.

There might be another sort of threat: I think there really is a good chance that some, perhaps many, companies will cut back on hardware/software purchases in the next year or two in order to raise cash to fix their Y2K problems. BUT on the other hand we've got the Internet to contend with. Bigger every day, changing at an incredible rate, and we all need better equipment to make the most of it. This isn't gonna change anytime soon.

So... Who knows exactly how it'll play out? But the tech industry isn't going to spend the rest of the decade in a state of catatonia, I don't think.

J