George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Morgan Drake who wrote (1384)	4/29/1999 11:03:00 PM
From: JMD	Read Replies (1) of 5853

Well Morgan that's certainly the $64 (and then some) question, and sadly I don't have a snappy answer just yet. My guess is that the regional cartel you hinted at won't work in cyberspace: the net is just a killer of fixed boundaries. Furthermore, your question of how are the telcos gonna make any dough once their monopolies are busted is exactly why I'm scared to own all these guys slinging fiber: I don't see how in the hell they're going to make money! Look at the Big Three (ABC CBS NBC): an "unassailable" oligarchy if ever there was one, until, whoops, their vicelike grip on scarce spectrum got sidestepped by the cable boys--can you spell constant, grinding, loss of market share? They ain't dead but they're bleeding and rumors are the AOL has been thinking about tossing CBS into their backroom. Whoda thunk it? Best, Mike

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