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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: mauser96 who wrote (18187)	6/20/1998 9:49:00 PM
From: Matt Webster	Read Replies (2) \| Respond to of 25960

Lucius, they were the roadblocks. When each was solved, the Internet was able to grow explosively for a time. Elroy and I were talking about the next phase of Internet growth and how that can come only when DSL arrives. The reason is that the last round of Internet is what drove the recent PC boom, tech generally. People needed computers that could run Win95 and Netcape comfortably, which meant 32 MB Pentium class machines. The TCP/IP integration then dovetailed with the $20 Internet access to make it affordable to many people. Note that the $20 fixed rate thing has still not happened in Europe because their telecomm deregulation is even further behind than ours. Perhaps when Alcatal or Siemens establishes a toehold in data networking like Nokia did in voice, Internet will take off in Europe like GSM did. No one can predict the future but 1 or 2 MBit DSL service opens a new breed of services. CD quality audio is possible, which makes Internet audio possible. But beyond that, the software industry's distribution will be forever changed by download-on-demand, the consumerized thin client, pay per use, pay per play (games) etc. Of course, more sophisticated Net commerce will happen at around the same time, etc., etc. I'm not sure PC sales will necessarily increase, but overall semiconductors should as new information appliances become network enabled and penetrate the rest of the marketplace. These will have to be very efficiently produced to compete effectively, so we will have to expand semiconductor capacity for both volume and competitive manufacturing reasons. The bottom line is that bandwidth is the limiting factor on everything. Provide the bandwidth and new killer applications will emerge. I am going to spin a similar thread on the Micron thread one day about the uptick on DRAM that follows from DSL, too, but CYMI is my first loyalty. Matt