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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (10026)	8/26/2001 1:36:08 PM
From: Ian@SI	Respond to of 10921

Hi Cary, Sounds like you're saying, "More of the Same". In less than 2 years at cycle bottoms we see cost per transistor decline by close to two orders of magnitude forcing surviving chipmakers to adopt the next leading edge technology or go out of business. Leading edge products that were too expensive for the masses all of a sudden become affordable. And as you pointed out, applications of technology that just weren't feasible become quite practical. Innovation isn't over yet! And short of the human race being eradicated, it never will be. Have a good weekend, Ian