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

To: Paul V. who wrote (22431)	8/2/1998 10:10:00 PM
From: John L.	Read Replies (1) \| Respond to of 70976

There is a good article in the San Jose Mercury News Sunday business that talks about the Y2K problems for utility companies. It sounds like there are a lot of ASIC's that will have to be replaced, I would think they will buy new controllers which will increase the number of chips used. Katherine has mentioned companies that will need to upgrade there computers so hopefully the Y2K problems will spur demand for many different applications. Most of the material that I have read refers to the Y2K problem as software problems more than Hardware so it is possible that chip demand will not be significant. I hope the money is spent on newer systems, look how far we have come in the past 10 years. The Y2K problem will offer many industries the opportunity to upgrade there hardware, let's hope they do.