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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: NY Stew who wrote (98)	9/4/1999 6:39:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 1817

NY Stew: A comment: A fine balanced summary of the state of play. I try to follow telecom equip suppliers as closely as I can and very much appreciate both Stockhawk's and your post. Canada is very instructive as an example IMO. Seems like in Canada both the tel cos and cable cos are doing their best to roll out the most advanced technologies available, no? Why there and not here? In the US the cable companies and the telcos have been obstructing the introduction of new technologies or at best been uninterested. The cable companies have concentrated on TV delivery not their data opportunity. And the telcos seem to be incabable of anything but protecting their T-1 lines (which they also fought originally). There are a few signs of life such as those you both cite, and AT&T is experimenting using HLIT in Utah. So where else to look? This I why I have looked to means of trying to bypass these bottlenecks. Wireless fiber is one way for business. Fiberoptics is moving into metro Satellite may come in a year or two. For consumers, don't see anything beyond the excellent run down you have both given - which is gloomy at least in the short run, no? Do either of you see practical alternatives to the telcos or cable cos - other than makeshifts such a CLECs? Cha2

To: NY Stew who wrote (98)	9/6/1999 3:35:00 PM
From: Curbstone	Read Replies (3) \| Respond to of 1817

I'm starting to get confused. What's it gonna be? Voice over cable, video over POTS lines, or will wireless CDMA via LEOS blow them all out of the water? May I be excused? My brain is full. In the eWorld context might it be possible that our Gorilla Game picks, rather than consolidating from a basket of stocks in a given sector, should rather be one (or maybe 2) stocks each from competing technologies, like the above? Aloha, Mike PS: Thread: Please forgive my harsh comments about AOL users. It has been my experience, doing side work in PC troubleshooting and repair, that most of my really simple jobs come from people whose email address ends with @aol.com. It was shortsighted and wrong to assume that all or even most AOL users fall into the "clueless" category.