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Strategies & Market Trends : Maximum Investing
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To: Howard Bennett who wrote (65)11/18/2002 5:04:42 AM
From: Robert Scott  Read Replies (1) of 81
 
That seems reasonable but you have to realize, the Semiconductor Industry Organization is more a marketing association than an objective, industry planning organization. I remember they were predicting something like 15% growth in 2001 and it declined. My only point is that chips will become more and more integrated into our lives.

Do you think that tablet PCs could be a huge hit? I remember the hype around pen computing and that was a real dud. The key isn't really the conversion of writing to text for me, although that is very desirable. I think it is also highly desirable to be able to take the tablet to a meeting, jot down notes and save them - a record of all your meeting notes. I like the Fujitsu version where it becomes a notebook at your desk and then you take the screen as a pad to a meeting. If they can get the price down to a $100 or so above a comparable, slightly more powerful notebook, it could be a big hit but I think it will mostly replace PCs rather than be an additive product. This means, I guess more money for Microsoft but not necessarily for other PC product makers.

I plan on replacing my PC in early 2004 - I do so every 3-4 years. Considering the advancements between now and then, it should be a pretty nice product by then.

One more point - the FCC has got to do something about the sorry state of affairs in wireless spectrum. They have got to free up spectrum to permit a wide variety of services not the least of which is Wi-Fi. Stop charging billions of dollars for spectrum that simply saddles companies with huge debt and delays introduction of valuable services. It is difficult enough for a small competitor to challenge an incumbent without the debt burden. Wireless is the great leveler that would bring additional competition to the ILECs and IXCs in the form of local, long-distance and data services.
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