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To: Art Bechhoefer who wrote (21435)1/8/2002 9:45:29 AM
From: Road Walker  Read Replies (2) | Respond to of 60323
 
Good post Art,

I might argue that the major growth in cell phones, and probably PC's and networks, is behind us. They are now primarily replacement markets, rather than being in a new technology adoption phase. So a new Intel or Qualcomm or Cisco, a small company that becomes a giant, seems unlikely in those segments.

Maybe the prime hunting grounds for huge growth is Biotech, but that's a remarkably difficult place to mine the few winners from the many losers (at least for me).

John



To: Art Bechhoefer who wrote (21435)1/8/2002 1:03:11 PM
From: Bruno Cipolla  Respond to of 60323
 
Flash to the car..

"Luxury cars could have 15 times computing power of today's PCs by 2010"
smaller cars about half that... but all will have......
"These automotive systems will also include removable media devices (such as memory cards or DVD)"
siliconstrategies.com

it's one more megamarket...

b.