Semi Conductors - The Future of Semis

All value creation in the world are going to come from advances in semi conductors and things people build on top of them, or an enormous amount of it. There's deftly some risk ov the next 18 months that we have some sort of an inventory correction because thingshave been running really hot. And then there is just like, push and pull. In the near term, were coming off of ah you an incredibly strong recovery added the covid down turn. You could have a seven quarter down turn indis which would tie the longest turning point in the history of the industry. But if we get to a scenaria where we really just have hit the wall, then that will be a