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Jack, thanks for the note. With a product like SOI it is difficult to tell. Like GaAs, SOS (silicon on saphire), IIL (integrated injection logic), and a host of other soon to be technologies that never were, SOI, like GaAs has real promise. Fiber trancievers that transmit data @ 622Mbs are apparently the imminent
trend. Speed has always been desirable, but with the wholesale flock to the Internet, speed has I believe become critical. The net functioned well as medium of exchange for VT100 type terminals sending text with an occasional binary file - either picture or program binary. I will not continue to work well sending continuous stream audio and MPEG video from more than just a few people at a time, at it's current speed. Thus the critical need for very high speed transmissions. Should the ability to transmit continuous stream audio and video be, cheaply, put into the hands of the average PC user, the ability to perform useful work at net prime time will disappear. You might call it cybergridlock. Just a small number of video users will create an aggregate demand that will far out stip aggregate capacity.
In that context speed becomes paramount, enter GaAs, and SOI. How this relates to IBIS only time can tell. I bought at $9 watched it go to 11, then to 7, but the rest of the semi guys were similarly affected almost coincidencitally, I am still holding, perhaps I am dumb. I have decided that when I make money I am a shrewd investor, when I lose I am dumb and question why I do this. |
