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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Frank A. Coluccio who wrote (772)12/19/1999 6:02:00 PM
From: voop   of 1782
 
Hi Frank

What are your thoughts on packetizatiion as an investment theme? Is seems with Internet protocol, wireless 3G and new switches and routers for packets that this is evolving paradigm shift away from circuit based data transmission.

Do you agree this is a viable investment thesis? Which companies do you see leading the way?

Thanks for your insight.

Voop
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