The below article fits right in with my thinking of broaddband as being the next big thing.
<<More content, more streaming
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 12:03 AM ET Aug 22, 2000 NewsWatch
Latest headlines
SAN FRANCISCO (CBS.MW) - ZDTV just unveiled plans to expand its niche high-tech programming over the next six to 12 months.
If the nothing-but-technology network is ahead of the curve, this move speaks to how mainstream America is getting digitized. But it also portends the voluminous amount of content that will one day be streamed.
The question is how do you capitalize on that? By buying shares of content companies? Or enablers? Both sides are having problems convincing Wall Street that streaming content can be monetized, but I've also always liked the infrastructure players, so, I'd have to say that the best place to look is behind the content. >>
For the rest cbs.marketwatch.com
last year all boats rose then reality set in, such as "show me the money" this year the players that are building out the broadband promise, the infra plays, have continued to move, once the broadband promises is wide spread enough critical mass will be obtain, and the players that are closer to the public will start to come alive again. It's the egg before the chicken, and is obvious, simple to understand, and logical.
Greg |
