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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST

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To: Cary Salsberg who wrote (5680)9/28/2002 12:24:59 PM
From: kdavy  Read Replies (2) of 95531
 
Cary, I second everything you said about the contribution of many members. Here are my two cents about FTT, future technology trends.

This comes from my discussion with a colleague of mine who is working in the area of nanotechnology. This technology involves use of carbon based nanotubes. The carbon moleculess are used as double bonded chains. Tubes and fibers can be constructed with these materials. Since, the carbon tubes are double bonded (unsaturated), they can conduct electrons. It is claimed (by my colleague, who is well funded for research from NSF, NASA and the defense department) that the transmission of electrons thru these fibers does not produce heat.

This technology can be used as semiconductors and potentially replace silicon as the material of choice. The biggest advantage will be that high density ic's can be manufactured and the heating problem will be eliminated. since, the size of this devices will be nanometer range, higher density of circuits can be packed. He made lot of other claims.

Since my research is in the area of Pharmaceutical Biotechnolgy, I am very familiar with astronomical claims made by researchers. I believe that great research does not necessariy result in great products. If does, it may not always be mass manufactured. Biotechnology is one of the great examples, there are great product that have come out of biotech e.g. erythropoitin, a multibillion dollar drug by amgen. But the number of products is far less (miniscule) compared to the ideas and claims.

But I would not reject the nanotechnolgy iedas in a hurry. May be we should do some research and see what has been done, what is available. Because this could change the future of the semiconductor industry and our foutunes with it.

BTW, European consortium is spending billions in this area (my friend,s claim).

I will post info and links when I get a chance.

good luck

kdavy
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