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To: Pete who wrote (23)11/23/1999 7:51:00 AM
From: Bobby Yellin  Read Replies (1) | Respond to of 169
 
thanks..certain aspects give me a problem
ie first is name ..it reminds too much of wavx wave systems
also I don't like the press releases mentioning the big names in the field as anybody doing a cursory view might think they have something to do with them
the market is so incredibly competitive..there are so very many big players in field already..a lot of companies prefer to put their hands in proven companies rather than startups.. that is why I was looking to see if they had anything proprietary
so..this could be one pump and dump
bwdik



To: Pete who wrote (23)11/23/1999 6:17:00 PM
From: New Economy  Read Replies (1) | Respond to of 169
 
John Chambers (CEO) of Cisco Systems summarised the Internet Economy in Four Layers.
The greatest potential for investors will be in companies involved in the Application Infrastructure!

Layer #1:
Internet Infrastructure

Layer #2:
Application Infrastructure:

Layer #3:
Intermediary/Market Maker

Layer #4:
Internet Commerce:

Internet Infrastructure accounted for the greatest revenue volume out of all four layers ($115B).

Layer #1:
Internet Infrastructure

Companies that manufacture or provide products and services that make up the Internet network infrastructure includes:

Internet backbone providers
Internet service providers
Networking hardware and software companies
PC and Server manufacturers
Security vendors
Fiber optics makers
Line acceleration hardware manufacturers

Research conducted by University of Texas and other Internet research experts confirm my belief that there will be continued growth in companies that seek to improve the Internet Infrastructure.

The greatest potential for investors will be in companies involved in the Application Infrastructure!