SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: XBrit who wrote (21540)7/27/2004 1:57:17 PM
From: Lizzie Tudor  Read Replies (1) of 57684
 
funny you mention mountain view. When I drive through mountain view, on that torn up piece of 101 (btw that stretch of 101 is starting to feel like that Sisiphus guy in greek mythology pushing the boulder up the hill... with "never" as the completion date)... there is a bunch of traffic just like the old SV days. I thought it was all google. San Mateo where the enterprise software world used to live is still relatively traffic free, and past mtn view on 101 which is the old networking hardware area after the 237 interchange is empty.

We can pick what to invest in based on traffic patterns.

Networking hardware and enterprise software- no recovery. If a company doesn't have its HQ in mtn view, don't invest.

Simple!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext