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Technology Stocks : George Gilder - Forbes ASAP
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To: Mark Fleming who wrote (1360)4/30/1999 8:41:00 PM
From: George Gilder  Read Replies (1) of 5853
 
You guys have already given the answer in your telepresence thread. The only caveat is that companies that lag in deploying bandwidth or in reducing its cost will believe that there is a glut. Just as the DRAM companies that failed to make the turn to the next generation, reducing cost per bit 80 percent, did not get some small share of the market; they got virtually none of the market. A clue to the winners and losers, I believe, is their attitude toward complex quality of service. The ones that stress QoS through ATM and other digital differentiators will not only fail to deliver QoS but will lose the market to companies that deploy massive dumb bandwidth, which incidentally will translate into superb quality of service. That's why I like GBLX (Global Crossing--check out www.globalcrossing.com!) better than any of the other companies out there. They are not trying to compete with AT&T. They are trying to displace AT&T on a global stage.
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