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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (72442)	12/28/1999 7:49:00 PM
From: Peter Goss	Read Replies (1) \| Respond to of 132070

Mike - I know you commented on FAX in an earlier post but I can't find it. Do you think it is a decent play given the discount and the connection to a resource based economy? Thanks. Peter

To: Knighty Tin who wrote (72442)	12/28/1999 8:48:00 PM
From: yard_man	Respond to of 132070

Think I can get more DELL puts cheap ... I'm starting to feel lucky ...

To: Knighty Tin who wrote (72442)	12/29/1999 6:10:00 PM
From: Nadine Carroll	Respond to of 132070

Mike, I compare the infrastructure providers to the merchants selling overalls to the Gold Rush prospectors. Most of the prospectors went bust, but the merchants offering a trustworthy service prospered. Some guy named Levi made a fortune that way (g). Infrastructure tools have natural barriers to entry, as the buyers want to hear about reliability, portability, scalability, standards support, sophistication and number of installed sites. This is true even after they stop being "child's play" -- relational databases have been around for a while, but Oracle still makes good money at them. They won the portability, reliability and scalability contest. I make no comment about the mass illusion that is Amazon.com (g)