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 : Roger's 1998 Short Picks
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bob Trocchi who wrote (17156)1/21/1999 10:18:00 AM
From: Marconi   of 18691
 
Hello Mr. Trocchi:

Portals vs. desktops. I think very possible when (Fed subsidized) internet bandwidth approximates a significant portion of collective PC bandwidth. Meanwhile I would expect an erosive invasion of portal apps into current desktop apps. Internet II, if rolled out on schedule, could make a huge difference--indifference as to where apps, data, and functionality are physically located. A thought provoking article.

Too early to pair MSFT versus a portal such as YHOO. But when YHOO pricing is in line with MSFT, that could prove an interesting combo (short MSFT, long YHOO). Paired trades are somewhat out of favor now because of the enormous runs in individual stocks...but the days for pairs should be returning, as the enormous runs dwindle.
Best regards,
m
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News