Thanks Kirk. So what are you buying to take advantage of this? I don't see the usual suspects (ALU, ERIC, GLW, etc) reflecting this fact. Even data network equipment guys are not doing so well (ok CSCO is market performing, but JNPR, etc are mixed performance). My favorite network company, MLNX, has done very well, but they are not really related to Internet BW crisis...a few years go Google started buying out all the dark fiber they could find on the cheap and there is none left now. Shows what good heads they have on their shoulders.
Side point - this will be a while before it becomes an investment play, but it is still interesting:
Silicene Discovered: Single-layer Silicon That Could Beat Graphene To Market"Numerous research groups around the world are reporting that they have created silicene, a one-atom-thick hexagonal mesh of silicon atoms — the silicon equivalent of graphene. You will have heard a lot about graphene, especially with regard to its truly wondrous electrical properties, but it has one rather major problem: It doesn't have a bandgap, which makes it very hard to integrate into existing semiconductor processes. Silicene, on the other hand, is theorized to have excellent electrical properties, while still being compatible with silicon-based electronics ( abstract). For now, silicene has only been observed (with a scanning tunneling electron microscope), but the next step is to grow a silicene film on an insulating substrate so that its properties can be properly investigated." |
