Paul and thread, Could it be that we are in the process of switching from a PC centric high tech market to a Internet centric one? Were bandwidth is king, content is gold, ISPs are toll collectors, and wealth is measured in the number of eye balls you command, how many sales you made via the net and how many tolls you have taken? If one were to use today's high tech market action as an indicator of the above, the switch would be confirmed. If so the companies that would benefit from the above, would be the LUs, TLABs, NTs, CSCO(Bandwidth), AOLs, XCITs, YHOOs (Content and sales), MSPGs, @homes , MCIs, and AMZNs (Sales) of the world. As important as the old guard has been, are they going to be treaded as merely manufacturers of on ramp devices and software to provide the look and feel, while the actual net players steal the show and investor mindshare? That last word is the key "mindshare" which equals investor perception.
Greg |
