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To: unclewest who wrote (90)	11/29/1999 6:35:00 PM
From: John Stichnoth	Read Replies (3) of 22706

fwiw, something is going to displace silicon. It's not clear what that is, nor that Intel's Gorilla position will carry over to the new technology. Is SiC deemed a potential displacement for Silicon? Another possibility for the next generation, btw, is IBM's copper-on-silicon technology. Do you have any idea how the various possibilities might break out? Best, JS

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