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To: Backfill who wrote (16817)11/14/1999 6:36:00 PM
From: Andrew Vance  Respond to of 17305
 
*AV*-- I agree fully with the semi data and Have been speaking about that and other enbabling technology.I would not have put Cu that high on the list. I think there are other things that will burst onto the seen prior to or in conjunction with Cu.

As far as consumer markets, I aggree with set top boxes but am puzzled with internet phones. I think wireless communications and newtworking would take a front seat to Iphones.

AV


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