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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Pierre-X who wrote (702)	8/7/1998 6:34:00 PM
From: Stitch	Read Replies (2) \| Respond to of 2025

Pierre, Thread; In spite of your obsessing about keeping your pants up your hypothesis of speech recognition being the next killer application is gaining ground in some lofty places. The following links to a fascinating report on just that topic. "Bet on Intel's Upside" Opportunities to drive PC sales demand fabtech.org I have long felt that with the emergence of wide adaptation of the BTO model the semiconductor, PC, and DD sectors are more closely linked then ever. I have increased my information searches to follow forecasts and articles on all three markets more thoroughly as a result. I don't think this closer linkage will go away until PCs decline in importance as a demand driver, perhaps giving way to more "appliance-centric" products. (Set top boxes for example). I do not expect that to happen soon. But in the meantime I am very encouraged by the following companion link to the above piece. "The Semiconductor Market Upturn Surprise Surprise Surprise" fabtech.org By the way, readers may want to check out the whole site at fabtech.org Nice work Pierre. I first saw the notion of speech recognition as the next killer app from your post here quite some time ago. Best, Stitch

To: Pierre-X who wrote (702)	8/10/1998 11:11:00 AM
From: Robert Douglas	Respond to of 2025

Pierre and thread, For what it's worth here is Bear Stearns' latest take on computer demand. For personal use only. Computer Demand Was Back On Track. Orders for computing and office equipment posted an impressive 7.0% rebound in June, more than reversing May's 2.5% drop, according to the Commerce Department data released on August 6. Over the last 12 months, these orders have increased at a 27% rate, the fastest 12-month growth pace since October 1994. We find this data series extremely useful as a confirmation from a macro level of end demand. We had noted back in March 1998 that we had seen a strong upturn in this data. They seem to be getting quite confident about an imminent upturn. -Robert