LoD...bandwith
everybody is so caught up in "wireless", that they forget that in the usa, with the greatest consumer economy in the whole wide world, a tremendous amount of wire,cable and fiber exists. this will not be ripped out and ever replaced by "wireless", it is being upgraded and companies that are involved in the hardware and backbone, from chips to delivery will have tremendous gains this year....to go out on a limb..."bandwith" plays will outperform "wireless" plays in 2000.....why? it's more tangible and currently available to the "average" household....
so my plays: brcm,jdsu,athm,mot,emc,lu,t....... |
