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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (16339)	10/19/2005 12:45:55 PM
From: CrazyPete	Read Replies (1) \| Respond to of 25522

I would not discount rising energy costs as a cyclical phenomenon. However, it isn't clear to me that this is necessarily a negative for semiconductors over the long term. The usual Moore's Law advances (smaller, faster, less energy consumption) seem to me to favor these technologies capturing a larger share of total economic activity in an energy constrained world. Energy constraints can also serve as a technology driver, because the most energy efficient technologies are the most cutting edge. There is clearly some immediate impact of energy constraints, that people have to devote more of their economic resources to energy so they have less for other things. But in the long run, I think energy constraints encourage the "information economy" because bits get cheaper over time while physical stuff inevitably becomes more expensive.