New thread: Communications Revolution, How do you play it?
All,
I just wanted to let you know that I have started a new thread dedicated to the broad, longer-term issues confronting networking/communications companies. I have reprinted the first message below. I don't want to slow down the posts on the company-specific issues in this thread, I just would love to hear opinions on the longer-term trends in communications and how an investor should position him/herself. . .
It would seem that most of the investors who post on the many threads in the Communications thread of SI believe in the ongoing revolution in communications that is sweeping the globe.
I would love to start a thread that looks not necessarily at the fortunes of any one company, but rather at the fate of communications in general, and the best ways to play the emerging trends.
For example, what are the longer-term trends in computer networking? Are companies like 3com and Cisco destined to compete with Nortel and Lucent? Given the absurdly low land-line penetration rates in most of the world excluding the US and Japan, how much will Nortel and Lucent benefit from the impending global 'build-out' of wireless infrastructures? What might an increasingly fiber-optic network standard mean for computer networking, etc. What might companies like Teledesic (sp?) mean for all of the above? Is the paradigm going to shift in such a way that the players of today will be pushed aside by hi-tech multinationals like Boeing?
I'm not a scientist, just an avid follower of many of the stocks in the 'communications' sector. But I'm sure there are quite a few scientifically-trained people with views on these broad subjects and I'd love to hear them! (and to that end this message is being posted on the CIEN, 3com, CSCO, CS, and LU threads as well).
jhross |
