IDTC Options Players (losers and whiners) Message Board

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Technology Stocks : IDTC Options Players (losers and whiners)

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To: md1derful who wrote (84)	1/12/2000 4:29:00 PM
From: BinkY2K	Read Replies (2) of 593

MD: There are many aspects to this. I submit that a central viewpoint makes sense. There are competitors in many ways. Fine. Brix is not trying to get 100% of the market and the wiring has barely begun. And, as I keep saying, the actual wiring is the least relevant factor. The combination of related services that leverage off each other and allow for newer services like video, that is the issue. As an example, an apartment house can place a video camera at the main door and ANY tenant can view that camera before buzzing to open the door. It all goes over the same fiber. Next, you let tenants send their video to the front door or to other tenants and you have two-way communication. Then, they start using it to communicate with folks in other complexes wired up this way, ... At some point, some people leave it on all the time as an intercom system. Fiber has the needed bandwidth for all kinds of things that you can sell or bundle. What happened today? NTOP seemed to be a major problem and it bounced all over the place. people may be wondering about the economic issues for the next days. Naz was down. AOL is shaky. And, least but last, some shorts and manipulators are playing with a small float. My attitude is longer term. The fact that the street can ignore the news is just a minor data point. I know what it means and I think my opinion is worth more. A small piece of the plan will be followed by more pieces and by the outline and by important partners. The stock will move. Until then, there can be resistance, and some shorts can even make money. But, not on my shares and they can't bamboozle me to sell. My complaint with your posts remains the one-sidedness. What if you had said: "Does anybody know how Brix is different than competitors like XYZ? Is IDTC doing anything new or just competing evenly? Should Wall Street ignore this or perk up?" That invites a discussion. You basically chose to say that it was no big deal since others are doing it. No attempt to try to see the bright side. I submit that the others rarely have all the pieces needed. AT&T has many of the pieces and has decided Cable is the best route to doing this. IDTC found a potentially cheaper route with more bandwidth. Gotta go. Good luck.

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