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mas

Re: Tim May post# 135434

Thursday, 08/07/2014 2:42:26 AM

Thursday, August 07, 2014 2:42:26 AM

Post# of 151685
Awesome detailed historical perspective in your post showing how the balance between winners and losers is so precariously balanced in every era and change of technology. I don't think many people/investors realize how close silicon lithography is to reaching the end of its long road and how a radical new technology will soon be required to increase the number of switching devices on a computing device. Forward projected earnings for any semi company that go beyond 6-12 years is fraught with this uncertainty although very few realize it. Where Intel will fit in the future is anybody's guess but its impressive successful historical R&D should place it in the vanguard of any future switching technology but that is not guaranteed just likely.
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