Re: What's with the new religion Mike? Got bored of waiting
for the optical revolution?
Chipguy,
If you are reffering to AMD (as being my "new religion") I got to dissapoint you. I would not invest (long-term, that is) in any microelectronics-based company.
FYI, I sold my INTC position a while ago, and I'm happy I did it. Got in and out AMD twice over the last year with some nice return. But, as I said, I wouldn't invest (long-term) in any of them.
"The future really does look bright for photonic, but expect that engineers will continue to push copper technology to at least 10 Gbps. Scaling network data beyond 10 Gbps will require optical technology, because there is little hope that copper cables can support 100-Gbps speeds. The transition will take place at 10 Gbps. Networking and technology such as Luxtera's may hasten the transition, starting in 2006."
PS: IMO, Photonics, and (my favorite) integrated photonics might come about much sooner than many might have thought.
Disclaimer: I have to let you know I have a personal reason to believe INTC won't do too well, just by looking at the way the new management behaves. Being very arrogant, that is.
Let me explain why. My start up (still small) R&D company is trying to implement it's unique proprietary room temperature SiOx dielectrics technology (among other applications - and for two of them we are quite advanced stage of commercialization) to a host of integrated Photonics applications. At the two folks in charge of the Photionics Divission, I put together and send them a White Paper (some 24 pages) with some pertinent info. I expected them (at least) to answer with two lines, and tell me they are not interested. But no; I only received from them a note acknowledging they received it, and that they will be looking it over. It's been more than 6 months since, and never heard from them again. In the past, I haven't noticed any such arrogant attitude when talking to Moore (whoom I met at some conferences, and spoke with him on several occasions).
As I said, I'm not in a big hurry as the photonics applications go (as I got many other thinks going on), and I really don't care if Intel, or any other company will look at what we have. One of this days Intel might open a high tech history book, and realize that over 70% of all new high tech ideas came out of work done by the "small guy."
Yes, I might be a bit overly optimistic as the future of Photonics goes. But, I'm glad to see that more and more people start realizing microelectronics will sooner rather than later be obsolete. As a former Microelectonics "enthusiast," I'll be the first to recognize it made such a wonderful contribution to our modern life, from computers, to communications, to fab automation, and even toys - and Intel (once a "small guy" itself) was at the center of it all. So, no, I didn't change "my religion', I'm still a Photonics enthusiast (and hope sometimes soon, someone, somewhere, will start listening even to the "small guy").
Mike
