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Technology Stocks : INTEL TRADER

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To: MonsieurGonzo who wrote (5230)1/26/1999 9:02:00 AM
From: smolejv@gmx.net  Read Replies (1) of 11051
 
...Plus Mobilcom in my case, which is the most aggressive DT competitor from my point of view here.. They started selling "internet at no charge" service, until the system just could not handle it any more.

OTH the situation reminds me of the IBM 360s time, when there where corporations like Itel (anybody remember those dynos?) who just ate into Big Blue's margin by leasing the machines. What I mean is, a) DT is still holding the last mile in his hands and b) still has to come out in capital expenditures to develop the infrastructure. And the rest of the gang is (trying to) take the ride.

dj
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