SI
SI
discoversearch

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.
Technology Stocks : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zeev Hed who wrote (23800)12/19/1999 4:40:00 PM
From: Ian@SI  Read Replies (1) of 25960
 
Zeev,

Up til this year the Internet has been primarily an "english speaking world" thing.

Now it's expanding to the other 2/3 of the world's people.

The chips required to do this (Communications Networks, Servers, PCs, etc.) are increasing exponentially even as the efficiency of the networks improves almost exponentially.

On 20/20 Friday, Barbara Walters interviewed Stevie Wonder who's going to have an experimental chip implanted in one eye which will give him partial vision - sufficient to recognize shapes and possibly even read!!!

I don't see the growth rate in chips required to slow any time soon.

What factors cause you to believe that the current upcycle might end within the next year or 2?

Thanks,
Ian.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News