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Strategies & Market Trends : The New Economy and its Winners

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To: Immi who wrote (15376)	12/19/2002 1:44:14 AM
From: hmbsandman	Read Replies (2) of 57684

You know I was thinking about this the other day. During the last recession in 90-91, sales of minicomputers and mainframes slowed down drastically. Companies that depended on them were devastated. Meanwhile the one thing that kept going up was the number of households with a PC.. I've been looking for stuff with a similar growth rate in terms of adoption; it really seems like it could be broadband. In 1998 when I got my DSL line there were like 2M US households w/ BB. I just read there are now ~20M. Could this be the next Big Thing? Comments? Yes I know its taking a lot longer than we thought it would back in 1999, but it is happening.

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