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.
Politics : High Tolerance Plasticity
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Box-By-The-Riviera™ who wrote (11167)12/18/2001 1:09:49 PM
From: Think4Yourself  Read Replies (2) of 23153
 
What I think investors are not understanding right now are the basics of how chip production works. Smaller line widths combined with larger wafer sizes makes for MUCH larger quantities of chips produced each year. There is a serious excess of production capacity out there but investors seem to think it will magically be swallowed up at a profit, and that manufacturers will use those magical profits to buy billions of dollars of new chip manufacturing equipment.

IMHO it ain't gonna happen. PC's are done...finished...a mature industry like televisions or stereos. There are other areas of technology that won't do too bad, such as DVD players, so noncomputer dependent chip makers won't die. The glory days are over, at least until something new comes along.

Looks to me like Biotech is becoming the next hot area.
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