• by Joe Mandese  @mp_joemandese, March 17, 2010

That’s What Om Malik suggested during the top blogger panel, noting that over the last few years there hasn’t been much investment in the semiconductor business. And that’s something that concerns him, because “without silicon, there’s nothing. Silicon is the oxygen of the Valley.�

The real innovation, he says, has been on the user experience side.

“There’s a reason why a company like Apple is succeeding, because they are innovating the user experience. There’s a reason why Android is succeeding,� he says.