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Technology Stocks : ASML Holding NV
ASML 162.86+0.5%5:20 PM EDTNews

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From: BeenRetired9/11/2017 7:53:27 AM
   of 4315
 

QCOM CC: Everyone knows how disruptive 5G is..........................................................

5G just one of many 21st disruptive NBTs.

Let's face it.
Everything will be based on Chips and Screens.
EUV/ArF chips stuffed in everything.
TCZ?

ASML.


Unidentified Company Representative

And why do think it’s being pulled in? Is it because it's going to touch so many more devices, and you have a lot of other interested parties in making this happen?

Steve Mollenkopf

Well, two things, I think. One is that it's just undeniable, the delivery of video over wireless, and I would say, the convergence of how do I deliver something in the home to how do I deliver it in the macro area and then how do I have this service continuity at very, very high data you rates and every high capacity levels in the network, how we do that. So that's sort of I want to deliver video everywhere to anything. That's happening, number one.

The second thing is almost geopolitical, which is I think industry, industry players like us but also industry players in China realize that this transition to the cellular industry is going to be used in all these new – a lot of different industries. It's the disruptive force being connected to the Internet is the disruptive force that's happening to a lot of industries, so the industrial Internet, for example.

So countries are saying, this is going to be so important to my industrial policy. I don't want to be late and so I want to pull that forward, not only from a service delivery point of view but for technology company, so a lot of momentum for this G transition
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