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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 143.23-2.9%Nov 18 3:59 PM EST
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To: Ian@SI who wrote (10202)2/7/2002 9:52:31 PM
From: SemiBull   of 10921
 
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>.}

I never prognosticated the death of silicon. After spending a billions and billions and billions and billions of dollars investing in silicon, "if it ain't broke, no reason to fix it now." But that doesn't mean a niche won't just creep up and bite a little piece of the sandwich sooner than you think either.

Interesting, but not yet of investing significance, IMO.

Not something I would choose to dispute with you.
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