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Re: StevenDice post# 160027

Wednesday, 09/27/2023 7:20:26 PM

Wednesday, September 27, 2023 7:20:26 PM

Post# of 195868
You may be right but have you ever negotiated with foundries? If not we don’t know what they will allow. Have you ever negotiated with data centres/ hyper scalers? If not we don’t know what they will permit.

Both have a lot to gain and a lot to lose. Multi-millions to gain or lose. They have to upgrade and cannot make mistakes at this point in their history.

We have all got to remember this is going to be one of THE most disruptive transformations ever experienced in the industry capable of restoring Moore’s law to its former self its former glory. We are at a critical juncture in the communication industry. The brick wall is before us and there are few options long time.

I am of the persuasion that the can can be kicked down the road only a couple more years and that is all.

L_R
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