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Technology Stocks : i2 Technologies
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To: Lizzie Tudor who wrote (1166)1/29/1999 9:20:00 PM
From: Shane M  Read Replies (1) of 2339
 
Michelle and thread -Off Topic-,

Do you have any interest in the cable companies? When Paul Allen started buying them I became interested. In particular, I'm trying to benefit from the bottleneck in the internet, which is getting information into the home. The phone lines just won't do the trick. Don't understand the cable technology however, and the competitive threats.

On the IFC forum they mentioned a company called Antec as specializing in the "last mile" infrastructure, but I'm thinking cable companies already have a huge leg up here. Their rates are still too high for most home use now ($40 per month in my area), and the concern about network speed slowing as more people adopt.

Any comments from the thread would be appreciated.

Shane
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