How do you measure something completely new?
Like a pioneer going where no man has...
Like the web?
Like the whole planet agreeing to communicate on an open computer network? (from homes, schools and offices, across political boundaries - even via wireless devices, via any OS and any hardware. It's a free for all.)
Part of what we're doing here is speculating, right?
There's hype, and then there's the Internet and the web.
I don't know about you, but I've been working with network computing for most of my adult life, and I've never seen anything like this before.
I'm pretty sure that web access devices will become as ubiquitous and cost effective as today's telephones. In fact, they'll replace telephones. The expansion of open networking is accelerating the evolution of computing. Networking is to computing like television is to live performances, except its inside out. Television broadcasts from the network. In network computing, each computer is like its own network...
I can imagine appliances that have OS's that nobody knows or cares about (there's a bunch of them out there just looking for a market), but that provide brilliant inexpensive access to the web.
I've said it before on this forum: MSFT, Intel, NSCP, SUN, CSCO, Oracle, etc. are all going to be big winners. None of these companies are going to lose, not even poor little NSCP. I don't need arithmetic to figure that out, and I don't need to buy and sell at every sinusoidal peak and valley to make money investing in them.
I plan to retire with these investments as part of my portfolio. |
