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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (9669)5/19/2001 11:15:50 AM
From: Don Lloyd   of 10309
 
Allen -

...WIND’s existing dominance in cable and DSL modems...

FYI -

maxim-ic.com

Although the dot com experiment has been extremely expensive and economically marginal as an investment, it has completely legitimized the value and power of the Internet as our communication vehicle and driver for the future. This experiment pointed out not only the necessity for ventures to provide economic worth but also that technical theory does not always immediately lend itself to practice. Specifically, the "free lunch" that xDSL was to provide to the Internet (and dot coms) relative to the use of 50-year-old telephone wired networks did not work reliably, and trillions of dollars of equipment and systems designed around this premise are of limited use and value. This does nothing to diminish the need, value, and power of the Internet and related networks to satisfy the tremendous thirst for high volumes of data needed to be distributed at light speed literally universally at low cost. In fact, the dot com experiment indelibly exposed us all to the value and power of high-speed network communications of data to making all businesses operate more efficiently and at lower labor costs. Clearly, although at great expense, telecom and data com networks have proved their tremendous economic value. There is no going back. The xDSL problems will be solved eventually with different software and hardware approaches. ...

Regards, Don
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