Moore’s law says that computer power doubles for the same cost about every two years, implying rapidly falling cost, increased power and proliferation. If this continues, the equivalent price of a $600 iPhone would be $18.75 in 2020, $0.59 in 2030 and overall power or cost improving 1,000,000 times by 2050. How should we account for this possible scenario in our investment strategies and plan for potential impact? What products and services have good present potential but could be enormous if Moore’s law continues?
Read more on Seeking Alpha
Companies Mentioned: AMD / AMZN / DELL / GOOG / HPQ / INTC / MOT / ORCL
0 comments:
Post a Comment