To: Donald Wennerstrom who wrote (75931)	6/10/2017 9:26:30 PM
From: Sam	1 Recommendation Read Replies (2) of 75942
My opinion, FWIW (not very much), a little rebound, then a little more profit taking, then up again. This is maybe inning 2 or 3 of a semiconductor super cycle. A long way to go. Many of the big post-industrial advances in the global economy are enabled by advances in electronics and semiconductors. AI, autonomous driving, genetics and other medical testing, 3D printing, smart homes, smart roads and smart cities. "Plastics," that guy said to Dustin Hoffman back in the '60s. "Chips," he would say today. Only this time he would be more right than wrong.

To: Sam who wrote (75932)	6/12/2017 11:03:06 AM
From: Kirk ©	Read Replies (1) of 75942
VR is in there somewhere too. AI, autonomous driving, genetics and other medical testing, 3D printing, smart homes, smart roads and smart cities. As for smart homes... all I have is a network camera to detect movement and start saving video. It means I don't run around the house naked as much... I'm pretty sure I don't want to rely on the command "Open the door Hal" to get in our out.... It is really weird to look at the latest history from Google maps that shows me everywhere I drove the past few years.... HBO's "Silicon Valley" show last night was interesting in showing the problems with current VR technology and how much interest there is in it. The big flaw in the latest "invention" on that show is people with smart phones will not want to pay for bandwidth and see their phone processing power lowered by even a fraction to distribute their data in a virtual network.... unless they are compensated for it. Anyway, it is interesting and somewhat entertaining.

To: Kirk © who wrote (75940)	6/12/2017 11:10:57 AM
From: Sam	Read Replies (1) of 75942
For sure. VR. AR, robotics--they are each subsets of AI, I think. But important enough to distinguish them. There are incredible things coming over the next century. Whether that will be good for humans or not--that is the question. Francis Bacon in the late 16th, early 17th century, had the idea that, with scientific thinking and advances, humans could recreate a Garden of Eden for themselves. That became a guiding political idea during the 18th and 19th century Enlightenment for many people. Alongside of course warnings from Romantics and traditional religions that the goal itself was hubristic and could never be accomplished nor should it even be tried. That battle continues in the 21st century. Semiconductors are the weapons of one side of it. As with all weapons, they can used and they can be abused. Let's hope that humans can avoid too much abusing.

To: Sam who wrote (75941)	6/12/2017 11:16:13 AM
From: Kirk ©	of 75942
For sure! Semiconductors are the weapons of one side of it. As with all weapons, they can used and they can be abused. Let's hope that humans can avoid too much abusing.I think the discussion gets political on how to best accomplish making it the good for society as a whole rather than continuing the trend of powerful billionaires whose success more or less has sucked the ability of the middle class with sub to average IQ to earn a decent income. UBI is one idea being kicked around here in the Silicon Valley that I was against at first look but now have some ideas on how it might work.... anyway, I'll move it to my board since this UBI is well off topic now.