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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (50533)8/14/2001 6:39:57 PM
From: mitch-c  Read Replies (1) | Respond to of 70976
 
Why should the next decade be any different than the last 3. Continuous deflation in the chip sector has stimulated innovation and growth in chip applications across the economy.

Previously, I saw software development leading hardware capability. If you could get a faster computer, the benefits were obvious. Now, the software lags the hardware, so the availability of *programs* becomes the bottleneck.

Basic theory of constraints; the critical constraint has changed. That's why.

- Mitch



To: Ian@SI who wrote (50533)8/14/2001 7:02:05 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
I believe that many parts of the sector will be winners. The SOC companies, the DSP makers, the bluetooth guys, etc...

Let's not forget the TFT manufacturers. There are hundreds of millions of CRT's which slowly but surely, will be replaced by TFT displays in the years to come.

BK


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