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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Artslaw who wrote (2106)8/26/1997 10:46:00 PM
From: Zeev Hed   of 4697
 
Both GaAs and SOI are minuscule markets relative to Si and the chaps in the GaAs, while doing extremely well (starting from a relatively low base), will for a long time be constantly fighting a rear guard battle with Si as the Si technology gradually advances and the capture backs from the uspstarts applications that could not be done before. GaAs (and SOI and all the III-V variants) was, is and will be the "Semiconductor material of the future". It will have an absolutely infinitissimal impact on the demand for Si over the next 15 years (as it had in the last fifteen years). For the time being you can add to that superconductors as well. However, if RT superconductors are found and become manageable in production, then I would would start (just a little, since the transition will take more than 10 years) to worry about the future of Si.

Zeev
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