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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Bernard Levy who wrote (9368)11/29/2000 3:33:58 PM
From: Raymond Duray  Read Replies (1) of 12823
 
Hi Bernard,

Thanks for the bull case. I feel better now. :)

You do make some good points, and I don't want to dispute them. Undoubtedly you are correct about the P-IV being vital to streaming video. I would suggest that I get streaming video out of my NTSC TV for a whole lot lower cost today, though with less possible variety. :) I see an elite user class to be interested in individual streaming videos. For the bulk of eyeballs, a broadcast solution at a much lower cost is probably a vastly bigger market.

To me this is just a garden variety bear market
engineered by the Fed's rate increases.
I'd like to believe this myself. And looking at the national economy in aggregate, I do agree.

But I'm seeing the demise of the comms sector to be more akin to what we witnessed in the late '60's- early '70's with the meltdown of the Nifty Fifty. A lot of them never came back, and others took over a decade to make their shareholders whole.

I would venture that almost 70% of the Nasdaq market weight represents companies that did not exist in 87.
I agree, and it could be an even higher percentage. This ought to be a red flag for the LTB&H investor. My sense of the rate of change in technologies leapfrogging previous iterations is that it is accelerating. I look at an organization like Atiq Raza's Raza Foundries as a threat to the retail investor in the public market. What we end up with is the public markets becoming an "exit strategy" for the smartest of the engineering companies, a dumping ground for rapidly obsoleting technologies of yesterday. Not a pretty place to be if you aren't completely on top of the future. And who among retail investors can be?

Best, Ray
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