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 155.79

-3.4%

Nov 4 3:59 PM EST

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To: Cary Salsberg who wrote (10736)	11/11/2002 10:34:07 AM
From: Sam Citron	Read Replies (1) of 10921

OT Next Big Thing [NBT] when? according to Marc Andreessen ... Q. Where might future innovation come from? A. A friend of mine who's a venture capitalist in the Valley says that innovation always comes from the unsocialized 19-year-olds living in their parents' basement [who] probably haven't showered for a week and have just some idea. And these [ideas] happen on a pretty frequent basis - Napster was one of them. And they just come completely out of left field, they're usually super simple, and they always take everybody completely by surprise. They're always completely obvious, but only in retrospect. ... They never come out of big companies, they almost never come out of the venture-based companies. What's interesting about today, as opposed to five or 10 years ago, is you're now talking about unsocialized 19-year-olds in Russia and in Indonesia and in Taiwan and in China and in Czechoslovakia. And because of the Internet, they now all have equal access to all the information they would need to do anything they want to do, and they now have the distribution vehicle for their ideas. boston.com

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