BILLW@SRI-KL.ARPA (08/27/84)
From: William Chops Westfield <BILLW@SRI-KL.ARPA> There was a NYT newswire article yesterday that I would send, except we arent allowed to do so due to copyrights and things. The gist is that "A critical shortage of semiconductors appears to be easing". Esp: backlog of 64K memories and EPROMS have declined sharply. They say that part of the relief seems to be due to slowing of sales of PCs. In July, orders for semiconductors exceeded shipments by 6%, compared with a high (in january) of 53% [wow!]. Estimates are that US manufacturer will ship 13.5 billion dollars f semiconductor products (9.6 billion in 83), and $11.2 billion worth of semis will be sold in the US (from 7.76 billion in 83). BillW -------
brian@sequent.UUCP (08/29/84)
Sounds to me not like demand for ICs has decreased in the US, but rather that chip users have discovered our Japanese competition whose numbers were probably not included in the original study. Better get on the stick, guys. Let's not give away another industry.
jbn@wdl1.UUCP (jbn ) (09/14/84)
#R:sri-arpa:-1289900:wdl1:1400003:000:114
wdl1!jbn Sep 7 18:45:00 1984
How is 256K dynamic RAM availability? When will Apple be able to get
enough to keep up with the MAC line?