OT-- Good point on hindsight. Now, as the internet starts to mature a bit, and portals and eCommerce companies, video streaming, along with ISPs abound, where are our next likely AOL, YHOO and AMZN candidates? Where's the growth going to be? Bandwith (caching technologies), network management, internet security/single sign-in, bandwidth management, etc? I'm just an investor with pedestrian interests in understanding the technology field to maximize investment gains.
It seems the internets are sort of played out a bit here, in terms of rate of price appreciation compared to rate of revenue growth. Who will be the next big kids on the block? Will it be the already big internet plays out there (aol, yhoo, amzn). These are the kinds of questions that I hope other SI investors/technologists can provide insights on. Regards, QuadK |
