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: mauser96 who wrote (11746)	12/2/1999 9:57:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Lucius, thanx for the extremely thoughtful response. Your post is another example of why this us a high quality thread. I especially like your reminder that "domination isn't the same as gorilla"; and that Intel's gorilla status thru domination is likely unique. You also rightly point out that fiber isn't being lit as fast as it is being laid down. As you know, this is hotly debated, ie too much or too little fiber bandwidth. Even Gilder would point out that "supply creates demand", suggesting that too much fiber isn't likely a long-term problem. Don't know how true this is, but certainly, it doesn't appear that the Telecoms are slowing down in their fiber maneuvers. stan