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Politics : Formerly About Applied Materials
AMAT 231.03+2.6%12:07 PM EST
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To: Shoibal Datta who wrote (45452)4/16/2001 12:17:44 PM
From: Ian@SI  Read Replies (2) of 70976
 
But then, I'm no techie.


Perhaps you're too much of a techie and unable or unwilling to see the future for this sector.

But then there are many investors that decades ago felt that KO, WMT, etc. had no future neither. During the next 2 decades, what percentage of the world's population might be able to afford a PC? How will that change from today's percentage?

What other uses will lead to currently unimaginable proliferation of chips?

A personal favourite is the "babel fish" mentioned by Doug Adams in Hitchhiker's Guide to the Galaxy. This is a fish that gets inserted into a person's ear. It provides an instant translation of any spoken language into that understood by the wearer of the babel fish. A voice recognition and translation chip sounds much more preferable than sticking a fish in one's ear. ;-)

As implied in my earlier post today, chip prices will continue to come down. Chip usage and uses will continue to proliferate. And individual companies will evolve the chips and types of chips that they offer. If PCs become obsolete, INTC will move its prowess to whatever brings it the highest gross margins.

This sector will continue to outgrow the economy for many more years to come.

Ian.
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