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 : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Ryder who wrote (5868)	1/18/1998 10:00:00 PM
From: johnny boy	Respond to of 11555

What can go wrong? Plenty. The whole high tech sector could come upon worse times. The sky could fall in short term, but there is just too much end equipment to be built over the next couple of years for the chip sector not to grow and eventually, I hope sooner than later, come well back into favor on wall street. The worse things look always bode well for a remarkable industry snap back sooner or later. I liken it to a spring being pushed down that pops back up and then some. This is all just my unsubstantiated opinion. I hope clear logic does well, I hope IDT annouces a big contract or two for the C6, further success with the microcontrollers, some major networking engagements and builds on all of this even if the entire market goes south. When it snaps back, the spring will go off. I look at fundamentals. I like Len's speech on CNBC--see previous post of mine to listen on Audio. But you are right, lots can go wrong. But as long as it is not fundamentally bone head moves by IDT or the wrong product mix, I'm content to wait, at least for a while. Particularly if it's just wall street guilt by association motivated sluggishness. JB

To: Frank A. Ryder who wrote (5868)	1/19/1998 1:43:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

The bulk of the industry is going through a major refocusing form high-priced, expensive, and, one could argue, always evolving on the leading edge of being half-baked, to simpler communications devices for the masses. Many, many people have yet to join the "computer revolution" or have done so haltingly rather than embracing it and taking best advantage of the posibilities. Those of us who have taken the time to run ourselves through the rat maise of complex, ever changing hardware and software standards tend to think about the industry in terms of what we have come to understand it is. Well, the computer is dead. The computational capability of computers is declining as the focus that is driving the industry. The shift is well under way toward human engineering and communications capabilities. shure these take massive computational capability, but the need for speed (bandwidth) and multimedia content take suppremacy over computational power as the enabler of commerce and social change. It will increasingly become less important what chip resides in the numerous boxes that we interact with just as it is unimportant which chips are used in a particular cellular phone, microwave, or automobile; who realy cares as long as it delivers the power and functionality we need. Computerphiles love of the uP was driven by the maraculous capabilities for spearheading change and enabling powererful applications. Communications bandwidth, artificial intelligence engines, such as voice and handwriting recognition and command, and "information at your fiongertips (or voice prompt), are much more appealing than being able to shave 2/10ths of a second off of the time it takes to open or execute and application. The computer is dead in the sense that it is the primary driving force in the electronics industry. A whole new, even more exciting horizon of products and applicaitons are unfolding that will make the computer revolution we have experienced so far seem puny by comparison. My post is obviously forward looking; the current level of sales of PCs will continue to be huge but it is diversifying and evolving into several market segments, both high and "low" or consumer end. The consumer end computing/communications devices will be the volume leaders while the server, workstation, storage, corperate systems will continue to grow and merge into a common internet/intranet communications schema.