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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (657)	12/6/1999 2:51:00 AM
From: James B. Ditsworth	Respond to of 1782

Dear Frank and Thread: My thanks to all of you for this thread and your remarkable posts. I have learned a ton from all of you. I wonder if any of you would care to 'go out on a limb' and make a best guestimate as to where you think the greatest growth in internet related sectors will be in the years to come. A friend and I have compiled the following (certainly incomplete) list of sectors. They are listed in no particular order with some representative companies in parenthesis. 1. Data Storage Service Providers (EMC) 2. Fiber Backbone Bandwidth Providers (QWST, GBLX, ...) 3. Internet Service Providers+ (AOL, MSN, @Home) 4. Application Service Providers (Sun? Intel? QWST?) 5. Internet Content Providers (NYTimes, Time, MSNBC, ...) 6. "Gateways"/Content Providers (YHOO, AOL, Excite/@Home) 7. Internet Devices (Nokia, 3Com, MSFT, Sun?, Intel?, Sony?) 8. Semiconductor Manufacturer's for the Internet Economy (TI, INTC...) 9. E-Commerce (Amazon, EBay, YHOO, ...) 10. B2B Enablers (Various) 11. Web Development Services (IBM, USWeb) 12. Last-Mile Solutions Providers (DSL, wireless, / Cox, Roadrunner, DSL providers such as Rhythms, Northpoint, & Covad). 13. Internet 1 Network Companies (CSCO) 14. Internet 2 (next generation internet) Network Companies (Nortel, Lucent, Brocade, Juniper, Sycamore)... You get the idea. A fiber oriented internet. 15. Fiber Manufacturing Suppliers (JDS Uniphase). 16. Internet Security (Verisign? Checkpoint. Firewall co.'s) 17. Financial Transactions on the Web (Checkfree, Intuit) ... As you can see from the list above, my thoughts are not all well defined. However, if you can 'catch the gist' of my comments, perhaps readers of this post could make an educated guess to the following question. Which 5 sectors will have the fastest growth in the next 3-5 years? In these sectors, which companies will benefit the most? Of these, which companies represent the best value? *** I hope that this post will stimulate some interesting discussion and, perhaps, may lead to a worthwhile investment strategy. Regards to all, Jim Ditsworth

To: Frank A. Coluccio who wrote (657)	12/6/1999 11:51:00 AM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 1782

Frank - If I could impose on you with two more questions. This article from Inter@ctive Week states: "By integrating the control functions of optical and electronic gear into a single management system, equipment makers enable electronic equipment to communicate directly with the underlying transmission gear." zdnet.com What are the "control functions" referred to in this article? Is integration of the "control functions" one of the necessary evolutionary steps towards integration of the optical layer and switching layer?

To: Frank A. Coluccio who wrote (657)	12/6/1999 1:01:00 PM
From: Jay Lowe	Respond to of 1782

>> Would you consider VPNing to your partners over the DSL net without TCP controls? Yes, I would since we are on the same router in the ISP. (wink)