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

To: davesd who wrote (17305)	3/7/1998 6:36:00 PM
From: Clarksterh	Respond to of 70976

DD - Industrial automation in the US is another area that is probably going to grow fairly robustly given the current US labor market. Also, this is the year when I would expect the big cable companies to start going digital with all of attendant digital Set Top Boxes. And of course, networking. All of those cheap computers need to get hooked up somehow. Clark

To: davesd who wrote (17305)	3/7/1998 8:03:00 PM
From: akidron	Read Replies (2) \| Respond to of 70976

Dave... I'm in Paris... but I miss u guys... sad isn't it.... Please don't anybody look for a silver lining in set top boxes... I have a great deal of experience with the honchos at TCI, etc. These guys don't pay properly for anything.. this is going to be the low margin business of life, because they know that they are going to end up giving them away... the expansion of the fish and chip business is, at least in the short to medium term dependent on the computer biz, especially at the higher margin cutting edge... because pc's are the only devices that constantly (every 9 months upgrade their requirents of computing power)... cars use the same chips throughout a model life, sometimes over a couple, toys and game machimes the same... Nintendo 64 will use the same chip until it becomes nintendo 128... set-top boses are designed to stay on top of your set for 5 to 7 years... FORRGETIT... the fish and chip biz is dependant on the health and wealth of the computer biz END OF STORY... and the problem is as I've said before, that there is no way windows 98's comming out as is... and the net has radically (in the short to medium tern) decreased the need to upgrade a pc... afterall what will make the bigger difference to a surfer... an marginaly faster cpu or a bigger pipe, faster modem.... I'll tell you what I have a powerbook 3400 rinning at 260... its a thing of beauty, but it pales next to the difference an ISDN line makes.