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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (52709)	6/28/2001 10:22:35 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 53903

Carl, those "stacked chips" remind me too much of "Wafer scale integration", too difficult to take the heat out from such a small foot print, even when using active cooling rather than passive cooling. But who knows, one of these days, if my own dream of ambient SC becomes reality (ya, still working on it....), then power dissipation becomes trivial, and not only stacked chips are feasible, but very little signal degradation over long lines. Apart of that JJ based digital circuits are intrinsically much faster than even GaAs type circuits. If that dream comes true, sure, we could add another few years to your "PC Moore law". As far as Si based systems are concerned, the fantastic growth (5 or more times GDP growth), was mostly due to the rapid decline in cost and increased performance. This broadened the markets. With the absence of such future cost reduction, penetration of new marginal markets, or new "killer applications" will be more difficult. Just more performance is a "niche game" as you so aptly noted in many cases. As far as MU stock price, that is an enigma right now. I think that the next move is back to $49/$50, not $20, but later this year, if $35 is breached, I had a target of $19 myself, I will probably have to revise this up, but seeing how the August swoon down develops, and from where on the Naz will play into that equation. Zeev