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To: John F. Dowd who wrote (92994)11/23/1999 12:31:00 PM
From: John F. Dowd  Read Replies (1) | Respond to of 186894
 
To All and Anyone: Why is INTC leading the NAZ 100 down. Its PE seems to me to be the most moderate of all the techs. JFD



To: John F. Dowd who wrote (92994)11/23/1999 1:29:00 PM
From: Jeff Fox  Respond to of 186894
 
John, re:"The problem is one of economics"

Sir, I do agree with you here. Seems we are using the same reason to make cases for both sides of this issue. How much fun!

To reach for an example - take discount retailing. The leaders built out in suburban America and began duking it out. Meanwhile a enterprising small town retailer quietly chose to focus on small town service. That person was Sam Walton. His outfit was called Walmart...

Competitors are like weeds. Where there is money to be made somebody will want the business. Forget what's happening elsewhere and focus on your own problem. The only question you need to answer is it economical to service your home.

If it is and nobody's doing it - well - perhaps you want to form your own ISP business and take home a bunch of your neighbor's cash?

Jeff