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Technology Stocks : INTEL TRADER

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To: ViperChick Secret Agent 006.9 who wrote (2840)5/8/1998 8:55:00 AM
From: smolejv@gmx.net  Read Replies (2) of 11051
 
(sigh) what am I supposed to comment, Lisa? Here's what I think is happening

1. the net is going supercritical worldwide. Something my heart of a physicist would call "phase transition".

2. The world is getting additional qualifier for haves and have nots, ie Internet access aka information. Re information access I would qualify myself as a hopeful maybe. And the have nots dont yet have any clue about this rift. With US building internet2 backbone, the only thing I can do, is buy cisco and hope the proceeds will let me keep stride.

3. POTS or cellular or wireless - what TH is the difference? Somebody sits on the bandwidth (which is as much real estate ie unrenewable as any plot downtown NY) and makes money out it - see DTE as the #1 cable services supplier in Germany. Here comes the invoice again with the DSL down the road.

BTW, DTE used to be #2 in market cap - after Allianz - until yesterday. Now its Daimler-Crysler Allianz DTE.

Steve, start plotting

DJ

PS: a multiple-choice question/quizz

On internet2 NatSecAgency will plug into exit

a) east
b) west
c) both
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