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> Historically the landscape in the chip industry changes very quickly. I'm sure your analogy fits some technology in the world, but semiconductors is not it.

> Historically the landscape in the chip industry changes very quickly. I'm sure your analogy fits some technology in the world, but semiconductors is not it. Semiconductors is as close as we've ever come to a natural monopoly. Aircraft are second. Boeing and Airbus are the only games in town.,

baq 5y ago
for the big aircraft, yes. there's bombardier in the smaller segment and it's doing quite well.
- atq2119 5y ago
  And don't forget about Embraer.
  - baq 5y ago
    i totally forgot! yes, absolutely.