Viewer's Choice

[littlejohn]

Transistors, this tech bubble is selling chip dreams...

Transistors and chips...

https://homework.study.com/explanation/how-many-transistors-does-a-modern-laptop-computer-have.html#:~:text=A%20laptop%20processor%20has%20approximately,can%20vary%20widely%20among%20laptops.

https://www.pcmag.com/encyclopedia/term/transistor

Computing speed on every day items

has surged because mega more transistors

are now on a single, tiny chip...

NVDA CEO thinks the limit has been

reached on that process...

However, the current tech bubble is rolling

on a belief that the current increased speeds

available will attract more buyers...

SGI history is where you refer to a company

that grew the fastest computing speed available

in it's time, and weather forecasting for instance

improved in speed because of it...

SGI proved faster than market acceptance for

it's products and then went bk, a real tragedy...

Current tech bubble scene has companies

piling into more uncharted waters...


Mid 1980s history for tech is the reference

point to compare to now, not dotcom...

Absolute euphoria across the tech sector

changed and wiped out many fortunes...

https://www.nytimes.com/1985/06/10/business/computer-makers-in-a-severe-slump.html


That was a brave new frontier learning experience

in a growing sector...

Current tech bubble has many start ups

coming also like early 1980s had...

Transistors maxing out on chips should

start to encourage price competition,

which is needed in tech items...

Non stop rises in costs to buy a smart

phone for example will benefit consumers

when prices drop because of competition...

That will be the good outcome eventually...

But for now you need to wonder how many

new SGI types were created in 2023 alone

by only NVDA loaning money to start ups

that buy chips from them...

New chip companies coming at a dime a

dozen rate like disk drive makers in the

1980s will have to compete ahead...

Only one top tier computing speed

company, SGI, failed in a not too

distant past in tech sector history...


So we watch...LJ