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.

Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: jack bittner who wrote (6101)	11/26/1999 3:51:00 AM
From: Jay Lowe	Respond to of 12823

>> T can't win in the telecosm because it seeks to combine A -- I don't see evidence that T "seeks to combine" as a policy, but rather that T is changing it's organization to dissociate content from carriage ... see recent tracking stock moves. That T may have done so in the past is not evidence that they will in the future. T has often moved to unbundle content from carriage only to add it again in a different way, and then unbundle it again ... cycles. B -- I think T (viz. Armstrong) is very clear on goals .vs. means. If they have to throw content to the dogs to achieve their goals, then they will. I think the future will be more amazing that gilder, armstrong, jermoluk, bell, etc, etc do ... or can ... imagine. I see a natural dynamic tension in the connection of content and carriage ... this tension will be seen as shapes form, evolve, transform, dissolve, merge, and separate. I think the future is unknown and unimaginable. I think success will find those who find harmony between surfing the trends and creating them. In such a universe, individuals and attitudes will ultimately be secondary to basic economic realities ... control of the wires, towers, etc ... and individuals and attitudes will be formed as required to maximize the value of these economic absolutes. I.E. who cares what anybody thinks? The bits will seek the cheapest, fastest path to the eyeballs ... and the money will follow ... and entrepreneurs and pundits both will race to edit their rationalizations of the process. So, no ... I would have to disagree with Gilder ... if a policy can be seen to be of disadvantage to T, T will lose the policy and invent a new one.