Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (65636)	6/25/2004 2:31:06 PM
From: GVTucker	Read Replies (2) \| Respond to of 77400

Lizzie, RE: Well, the problem with an "IP economy" and an IP-workforce, is that there are 2 recipients of any economic investment. One benefit is the product you are building and the other is the MIND of that engineer or whoever is building the product. Comparative advantage does not take this into account. In general, theory is lagging behind in terms of an IP economy on many levels. Contrary to popular belief on the left coast, human intellectual capital isn't a new concept.

To: Lizzie Tudor who wrote (65636)	6/28/2004 8:24:09 PM
From: Kirk ©	Respond to of 77400

When Cisco or Intel outsource CHIP DESIGN to Foxconn or SLR in china, Cisco and Intel are becoming the modern day equivalent of IBMs approach to the PC industry in the early 80s, basically deluding themselves into thinking that they can hold on to an industry when they outsource the heart of it to another provider. I started to get out of chip design in the mid 1990's as I saw the writing on the wall (Plus I was training engineers at a fraction of our salaries from Singapore and Malaysia to do it...)... What I read the other day is the techniques US engineers had to do standard cell designs for chips are now being looked at for biology. Maybe we'll use standard cells to create life or engineer replacement cells in a few decades? Anyway, biotech will probably be our new growth engine... but it means retraining many.