SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Frank Coluccio Technology Forum - ASAP

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Frank A. Coluccio who wrote (173)11/1/1999 1:49:00 PM
From: Jay Lowe   of 1782
 
>> Perhaps we are seeing, here, the diffusion phase of Toffler's Third Wave

I wondered if anyone was going to call me on the hyperbole. ;-)

You're exactly right. I see the focus shifting from the networking worldview to something meta to that ... call it the virtual web ... as the next cycle of innovation is born from the consolidation of it's parent. CSCO and LU as companies are not passing ... I have no ideas about that. But the networking worldview with which they have been largely identified now approaches the limits of it's expression ... is stabilizing ... and tends toward commoditization.

To the contrary, from what little I know, both CSCO and LU have the ability to define and extend themselves quite easily.

I should have put quotes around "Cisco" and "Lucent" ...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext