VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (25831)	12/19/2000 8:19:18 AM
From: edamo	Read Replies (1) of 65232

greg...."what will a new high tech bull market look like..." my guess is that it will be lead by the specialty chip makers.....why?....because in just about any thing that we put our hands on, from toys to coffee makers, consumer electronics to automobiles, and smart credit cards, there is some use of processors and flash memory.... i don't think it will be what most believed in, which is fiber optics and broadband...these are capital intense areas, that take a long time to be part of the infrastructure.......go to any high density major urban area, and see if you can get such high speed service.... best to look at what is not visible, then what is apparent...

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