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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (21284)3/25/2000 6:42:00 AM
From: gdichaz  Read Replies (2) of 54805
 
Mike: This reminds me of the old days on the Fools Networking Board when CTRAUT was "Merlin".

You, CTRAUT and I used to discuss the broadening of the "networking" area to cover rapid data transmission beyond the LAN and WAN space out into public telecom - using public (meaning open) transmission.

Since that time much has happened.

In those days the "public" telecoms were the only game for open long distance. Now there are a whole group of "new" (relatively) players such as QWEST, LVLT, Williams, Global Crossing et al - all fiberoptic.

And fiberoptics is moving strongly into Metro.

And here is a link to the potential use of fiberoptics in ethernet:

zdnet.com

The fiberoptics area is huge and expanding. Copper is static and will be overtaken in large part.

Wireless of course will be a major force in the so called "last mile" - not only HDR from the Q but satellite too.

And on and on.

Networking is an extremely narrow nitch in comparison. That is where Cisco is a full card carrying gorilla.

In fiber, I have yet to find a gorilla.

Perhaps this fiberoptics discussion will uncover a gorilla candidate at least. I would be delighted.

Best, and respect.

Your sometimes agent.

Cha2 a.k.a. Chaz elsewhere

PS And I would suggest that sometimes an intelligent and perceptive carpetologist with an analytical bent has some advantages that a technical "expert" may miss.

Was it Churchill when he was accused of being just a "generalist" who said something like that some things are too important to be left to the "specialists"?
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