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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: axial who wrote (9398)11/30/2000 3:28:49 AM
From: Raymond Duray  Read Replies (1) of 12823
 
Hi Jim,

Nice thoughtful post. I found it worthwhile reading.

Only one slight nonconcurrence: I think it will be a year before we'll get new bets on who the winners will be, and those winners will be dictated as much by prudent business plans as by technological wizardry.
The timing estimate seems good, but the dictation will be from a script. The storytellers on Wall Street will pump the "hope/greed/animal spirits" buttons in the players and we'll be off to the races again. Biz plans and tech mastery are steak issues, and often tough to chew. What WS will sell is sizzle. :)

Evolving stories? Lots of them in biotech, cause you can't value a dream, maybe more wireless broadband, and alternative power seem to be themes that could be easily re-vivified.

Best, Ray
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