Opteron and the economy

All companies do not follow a 3 year switch or some rule which tells them how often they switch, but the ocmpany I work for has already had their switch planned out and done with a deal with Ibm

I'm in the high end SOHO market and many of the companies I've been dealing with have adopted the policy that unless there is some grand leap in technology or they find their machines no longer allow them to compete in a timely manner they're going to wait a while before replacing entire systems.

As one person put it... So long as it still does what I need, I can afford to wait.

Mind you... my in-case upgrade business is still going strong with many customers buying larger or additional storage devices and maxing out their motherboards with faster processors.


--->It ain't better if it don't work<---

I don't know what sorces you have read... there are a lot of publications that my industry, the finacial industy, as a whole call "Finacial Pornography." They aren't worth the paper they are written on.


Let me refer to the Federal Reserve itself to let you in on some of the developments in this economy. First there never was a textbook recession. We had only one quarter of negative growth and that was back in 2001. Our economy has had positive numbers all of the other quarters. Now they have been small icreases but they are increases non-the-less.

Back to the FED. Read this publication entitled <A HREF="http://www.federalreserve.gov/releases/g17/current/g17...." target="_new">INDUSTRIAL PRODUCTION AND CAPACITY UTILIZATION</A> dated 04/15/2003. One the first page you will see that the US economy as an industrial machine has 10.1% higher output than we did in 1997. 1997 is three years before the peak of the stock markets in 2001. However based on the production figures, January 2001 had the lowest production figures for the year. It took the markets 3 quarters to figure it out when Greenspan came out to say that the growth of the economy was 0%.

If you look at page 6 of that statistical report, you will see that "high-technology industries" have expanded our economy to a faster growth rate. (Total IP verse Total IP without HTI's)

At the bottom of that page, page 6, you can see groth in output for computers and semiconductors. Those are impressive numbers. Production for computers is almost 300% higher than in 1997 and semiconductors are almost at 600% above 1997.


So looking at what the Federal Reserve has stated. I think the industry is poised to rather well moving forward.

Are we out of the slowdown... I am not a Ms. Cleo nor do I have a crystal ball. But when this thing gets moving we are in for a good ride. GDP figures come out on Friday so we will see how we are doing then.






<A HREF="http://www.millionmanlan.com/MMLDefault.asp" target="_new">Million Man LAN 2 is June 25-29, 2003 in Louisville Kentucky... Be there!</A>

GDP numbers came out today. Now these are the preliminary estimates. The comprehensive figures will come out on 05-29-2003.

However GDP increase from 1.4% growth from Q4 2002 to 1.6% for Q1 2003.

The economy is growing. That should be good for all businesses, and especially for the ones I mentioned in the previous post.


That is all for now.

BTW: GDP = Gross Domestic Product

<A HREF="http://www.millionmanlan.com/MMLDefault.asp" target="_new">Million Man LAN 2 is June 25-29, 2003 in Louisville Kentucky... Be there!</A>

If the cycle in Canada is similar to the US, the GDP should keep rising for a few more years, then we go into a slow regular recession, unless it is well controlled, then it's a very weak drop.

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