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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 149.79+4.6%10:02 AM EST

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To: shane forbes who wrote (5518)5/24/1998 11:05:00 PM
From: David Rosenthal  Read Replies (1) of 10921
 
Shane,

>>>>
The future is the INTERNET - bandwidth not CPUs - voice etc will bring back the CPUs to some extent but the driver will be connectivity for the intermediate and long term. Unless they make a CPU that enables faster connectivity, I think the days when the microprocessor was the driving force of tech are over.
>>>>

Some of the proposed Internet technologies, in particular Microsoft's Chrome, trade-off bandwidth versus local processing power. Data is sent over the Internet highly compressed to be processed on your local machine. Fast CPU's are necessary. Content is the key here. If the Internet content is good enough and you need a PII 400+ to display it in full multimedia glory, then this could be an additional upgrade driver for home PC's.

Dave
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