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To: Cary Salsberg who wrote (10736)	11/6/2002 10:50:21 AM
From: Sam Citron	Respond to of 10921

Cary, Sounds interesting. I don't feel competent to discuss it intelligently. Need to recruit some bright engineers and futurists to help nourish the culture with intelligent discussion in order to develop the thesis. Maybe we should start a Next Big Thing thread. Could be a stimulating discussion. A full text search on "nanotechnology" in SI (ouch!)revealed the following post on the Value Investor thread, of all places! Message 17992612 I don't mean to squelch OT discussion here or anywhere, but if there is sufficient interest, I think the topic(s) probably deserve their own thread(s): nanotech and next big thing. Hmmm, self-replicating threads. <g> Sam

To: Cary Salsberg who wrote (10736)	11/7/2002 6:56:28 AM
From: semi2000	Read Replies (1) \| Respond to of 10921

Cary, Since you are intimately familiar with financials of LLTC, XLNX, ALTR etc. I would like to ask you a few question, if you get chance please answer them for my understandng. Look at following table and tell me how LLTC manages to produce such high level of product revenue with such little R&D costs? From last Q numbers: REV COST GROSS R&D SGA LLTC 141 37 104 22 17 MXIM 280 89 190 72 22 XLNX 290 120 170 57 59 ALTR 179 70 109 44 42 IDTI 92 57 35 30 20 BRCM 258 144 115 115 122 -- MXIM R&D is more than 3 times LLTC, but 2x rev of LLTC -- MXIM SGA is same as LLTC! That is great. -- LLTC R&D is too small but thats the question to you as to how they sustain hihg revenue with long product life cycles inspite of lower r&d -- Why ALTR,XNLX SGA costs that high compared to LLTC/MXIM -- Look at BRCM r&d! -- How is cost of revenue LLTC/MXIM much lower than ALTR/XLNX? Is it that process technology used is cheaper or less advanced but still has high IP value? thanks

To: Cary Salsberg who wrote (10736)	11/8/2002 2:15:12 PM
From: Sam Citron	Respond to of 10921

RE Next Big Thing [NBT] Nanotech and Chip Mfg Message 18153432

To: Cary Salsberg who wrote (10736)	11/11/2002 10:34:07 AM
From: Sam Citron	Read Replies (1) \| Respond to of 10921

OT Next Big Thing [NBT] when? according to Marc Andreessen ... Q. Where might future innovation come from? A. A friend of mine who's a venture capitalist in the Valley says that innovation always comes from the unsocialized 19-year-olds living in their parents' basement [who] probably haven't showered for a week and have just some idea. And these [ideas] happen on a pretty frequent basis - Napster was one of them. And they just come completely out of left field, they're usually super simple, and they always take everybody completely by surprise. They're always completely obvious, but only in retrospect. ... They never come out of big companies, they almost never come out of the venture-based companies. What's interesting about today, as opposed to five or 10 years ago, is you're now talking about unsocialized 19-year-olds in Russia and in Indonesia and in Taiwan and in China and in Czechoslovakia. And because of the Internet, they now all have equal access to all the information they would need to do anything they want to do, and they now have the distribution vehicle for their ideas. boston.com