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

To: Katherine Derbyshire who wrote (26226)	11/13/1998 2:00:00 PM
From: Fortinwit	Read Replies (1) \| Respond to of 70976

Katherine, all: Interesting bear post from the Michael Burke thread. Message 6406664 This is similar to the anecdotal evidence I have been seeing for a couple of months... corporate desktop PC buying is dead right now (for many reasons among them increased Y2K spending is killing off a lot of IT budgets right now). Next quarter is shaping up as a PC bust. Usually can't provide a solid forecast for the Christmas buying season until after the U.S. Thanksgiving, but we are close enough to be able to say that the consumer buying is not going to burn down any barns this time around, and with business on a buying holiday, January is going to see the PCs piled to the warehouse lights. Following this year's Spring/Summer efforts to unplug the channel, darned near every box-builder ramped up big and has over-produced in the belief that "we're going to take a big bite out of the competitions' market share". Not a few, ALL of them. This accounts for the "increased" semi sales (actually a negligible amount, .....not hard to pick up an "increase" coming off a summer when nobody was a buyer). F.