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 147.44

-0.6%

Nov 17 3:59 PM EST

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To: SemiBull who wrote (10201)	2/7/2002 8:44:06 PM
From: Ian@SI	Read Replies (3) of 10921

Surely you'd accept that there are at least 100's of Billions of dollars invested in Silicon: be it Fabs, people, processes, other Intellectual Property. Perhaps even Trillions. I can readily accept that certain non silicon niche applications may well appear during my investing lifetime. I don't expect to see silicon totally replaced any time soon and certainly not during my investment years. {I do plan to live to a ripe old age<g>.} In other words Silicon Chips will not be substantially displaced in less than 25 years. It's extraordinarily difficult to displace even an existing tool for an existing process with an innovative new technology. e.g. INTC's "copy exact" mentality permeates the industry. We'll have many years warning before Silicon becomes trailing edge technology. Certainly, we won't go from no volume production of "organic whatever" to Silicon becoming obsolete in less than 10 years. And it seems like we're more than 10 years from even that starting point. Interesting, but not yet of investing significance, IMO. Ian

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