Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Gottfried who wrote (26896)	12/3/1998 11:59:00 PM
From: FJB	Read Replies (1) \| Respond to of 70976

G. The anecdotal evidence I've seen indicates a lot of upgrading, but anecdotes do not make a trend. A piece of third hand information through CNBC is even more interesting. In Michael Dell's speech at the Scottsdale conference, he indicated that there might be a shortage of computer equipment in '99 due to Y2K upgrades. It would be nice to verify his comments, but I can't find a way to do that. Between Y2K upgrades and Win2000(due late '99 or early '00), I think '99 will be a very good year for semiconductors. Of course, worldwide economic collapse could throw a wrench into this scenario.<G> Let's see what happens. Bob