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Technology Stocks : Western Digital (WDC)
WDC 169.55-0.2%Dec 9 3:59 PM EST
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To: Thomas George Warner who wrote (7793)11/24/1997 3:14:00 AM
From: Johnathan C. Doe   of 11057
 
T.G.W., I really have to laugh at the tone of your response to me. Several years old? I have been talking to telco and cable networking staff just this week and my comments are based on those discussions. Why do you think I am putting my portfolio in the networking stocks if I don't think there is a future? I do though ponder what the next 6 months is going to look like in the techs. That is about the short-term future. I just don't see much happening yet in the major metropolitan areas from a consumer standpoint. If you look at the activity in bandwidth, it has been the big fiber contracts awarded by telcos to ADCT and DIGI. They are working on upgrading there infrastructions, but how long before that trickles down to the consumer in the form of ultra high speed connections? What cable companies are implementing hybrid fiber systems? Look at HLIT and Ortel for example. Where are cable modems? It has been a year and it all seems to be in the same place it was last year, which is to say, I don't see any deployed except in trials. Demand for WebTV is horrible. That has been a big bust. Where is video communications? I'm not even excited about DVD. I just don't see anything compelling in the tech area. Comdex is pathetic.
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