>LMDS remains a long way until implementation. --Not to worry?
I lost my shirt on Cymer (CYMI), even after two spectacular earnings reports
(40% growth, even despite the Asian woes). Why?
Because Fujitsu announced an electron-beam process for microelectronics fabrication
that would not be commercially available for another FOUR years.
Cymer makes 80% of the world's deep ultraviolet lasers,
they have all their 1998 production sold; they have next year's model in the works.
No matter: Wall Street sees the demise of lasers four years from now, and sells off CYMI!
ZE's VSB royalties are most welcome, of course, but their success must be based on
SUSTAINED creative engineering for the consumer, and FAST delivery.
Everyone knows they're unable to make a profit on commodity-priced analog,
so I'm glad they're shutting that down.
They now have a window of opportunity with higher-margin digital.
By the time digital becomes commodity-priced, I hope they will have shifted
to mostly design-and-distribution, with manufacturing all in Mexico and Korea.
To stay alive, they have to keep innovating
--not to try to woo the consumer with proprietary stuff,
but always in Grand Alliances and partnerships.
>Why does the CE believe it must take incremental mini-steps when the tech exists
>for revolutionary change? [post #4532]
Well said! OF COURSE HD_VCR! HD everything!
Look at the up-and-up chart of Lucent (LU): innovate is ALL they do.
I tried to get in at $90, after they announced an electron-beam process.
The stock shot up and never looked back!
pennyO |
