Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (3320)	6/30/1999 4:12:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

Thanks, Frank, people like you are the reason I learn so much on this thread. I have been gettin mail about "what to buy" since I published my "goal". The constant question is, "is it too late to buy (put your own stock name in)? We all keep pounding the "newbys", don't be afraid to buy, and don't be afraid to let your profits run! I expect the Q I hold to be worth double what it is now in two months, triple by the end of the year, and "hold your hat!" from there. PS: I just looked at the 100 day chart on UNPH. God! I wish I had some cash! Hell, no! is is not to late to buy! Go down our King and Gorilla list, take your pick, and get rich, people!

To: Frank A. Coluccio who wrote (3320)	6/30/1999 4:12:00 PM
From: DownSouth	Respond to of 54805

MSFT has an unexpected conf call at 5EDT today. Hmmmmmmmm.

To: Frank A. Coluccio who wrote (3320)	7/1/1999 1:59:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Frank: Any comment on the goings on in Australia? A little distance away, but trying to cover the urban areas and the outback is a challenge, no? Please see following on lastest: Telstra's data with destiny By Michael Sainsbury Thursday, 1 July 1999 Telstra will move all its services, including voice, onto the Internet, under a radical plan to phase out the current public telephone system within 10 years. And in a surprise move the carrier has picked Nortel Networks over Cisco Systems to build the core of the new IP network , under the so-called data mode of operation (DMO) project Telstra network technology GM Gerry Moriarty said, “This puts Telstra clearly ahead of the competition.” “The technology Telstra selected will not only meet the high growth in data traffic on the network form existing products now, but it will also provide new capabilities to support products that are on the horizon or not even dreamt of yet.” But rather than being seen as an ambitious future looking plan, the move to IP is something in which Telstra really had no choice. The technical advantages and efficiencies of IP networks are such that without it Telstra would disappear. Telstra has overlooked worldwide data networks leader Cisco in favour of Nortel to provide the core network and the Telstra Access Server solution technologies and systems integration. Nortel now seems to be emerging strongly in the data marketplace after its Bay Networks acquisition a year ago. Cisco gets a seat on the DMO gravy train in partnership with long time Telstra partner Alcatel and will supply voice over IP technology. Alcatel will also provide network management products for the DMO. Lucent Technologies will provide the dial gateway and associated signalling gateway and improvements to Telstra's consumer Internet network. Moriarty refused to put even a ballpark cost on the whole DMO project - set to run into billions of dollars. He said this initial phase of the project would be worth around $500 million. But the biggest DMO cost will come with a nationwide rollout of a broadband network based on DSL technology. Moriarty said an announcement on this would be made within a few weeks. He also said that Telstra will continue to spend around 20% of revenue on capital works. On the company's current run rate this would mean over $20 billion in the next five years. Telstra also faces enormous backend systems and software costs on the project. Cha2