Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 151.94

+1.1%

Nov 25 3:59 PM EST

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To: WTSherman who wrote (10024)	8/26/2001 1:28:38 PM
From: Cary Salsberg	Read Replies (1) of 10921

RE: "What is going to drive semi usage over the next 5 years?" The ability to make inexpensive, unobtrusive, yet valuable intelligence pervasive in our daily lives. Self monitoring devices with decision making and communications capabilities will be the norm. "Smart" will become commonplace and the term will cease to be used. Everything will be "networked." Voice will coexist with keyboards and keypads and each will be used in appropriate contexts. Text messages will be presented as voice or text, and text will be edited by voice or keys. Voice to text conversions will occur for storage and editing and then the result converted back to voice for presentation. Voices will be analyzed and reproduced in the delivery of text messages. You will no longer be able to distinguish live and recorded from computer generated. There has never been an economic driver like the semi. It becomes smaller, more powerful, less expensive, and less of an energy consumer over time, and does this at rapid rates for all four. At a continuum of threshholds, new applications will become viable and will slip from R & D into our every day world. Semi content in dollars as a percent of electronics dollars is only one measure. Semis pervade areas that have traditionally not been electronic and make them so. This process will accelerate.

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