yep agree....my choices are Telecoms, Infra, Wireless, Fibre
broadband, Semis / Web-interactive/HDTV....
the build-out has to continue for all else to go....this summer they will be going great guns doin just that...
also people want more control and interactivity,
broadband and speed.....the Net must become more
sophisticated, faster, and more robust to hold
more share of peoples interests...
Speed and convergance....
The demand is for Speed and Bandwidth....first and foremost....then all else falls into place.
thanks stan for the wonderfully
written technical analysis and vitalising
views....
Convergance, HD~Interactive TV and Broadband
Wireless, Infra-structure,Semi's....and fuel-cells.
The Bio's
are scintillating in their possibilities....
but which are the closest in discovery....to drugs/technique/therapies
to market?
What will SantaClaus be leaving under our Trees
next year in the way of high tech? DVD is here to stay,
and HDTV will be rapidly approaching in the next 12-24
months...and with further broadband deployment...
well , convergance seems to have the greatest chance
of first going big in CHINA......they all have TV's , but not computers.....maybe I'm reaching.
But also the Cell-phones morphing into Net appliances, will be huge too....cellphones as common as rice in the orient...
Net_appliance will be going bigger with alliances between
SONY,MSFT, Toshiba and others...
We saw voice recognition go big this week with LHSP move on
Dragon systems...this is got to go much further...
just some random thoughts...10% further on the Nas seems
most possible , and a little buying on friday, inevitable.
thanks stan,
:-)
2MAR$ |
