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: SecularBull who wrote (16225)	1/24/2000 10:15:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 54805

for a GBLX or LVLT to be a gorilla? I don't think no. There is no real barrier to competition. This does not mean that can't go through a tornado and be very profitable while they do, it just means there is a much higher risk and you have to keep your eyes open for hints of trouble. TP (Who has some of those stocks too)

To: SecularBull who wrote (16225)	1/24/2000 11:18:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Hi, LoF (or should I say the artist formerly known as Long on Dell <g>?). My first question is have you rtfm yet? If not, it will be near impossible to explain our position with regards to glbx of lvlt. Your list of holdings, earlier comments on Q, and trail of posts primarily focused on options don't indicate you are a Gorilla gamer. If you're interested in understanding our low risk/reward ratio method of investing, I'd suggest you rtfm, read the thread, and get a handle on our terminology and approach. uf

To: SecularBull who wrote (16225)	1/25/2000 1:02:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

I have not studied LVLT - your opinions would be appreciated. No I think GBLX is a royalty game although one with fairly significant barriers to entry for the underwater crossing portion of their business. The rest of the business they are creating - wonderful though it is - seems like it could be more price sensitive. I love the partnerships they are building and their ability to execute their game plan. Last mile... boy if I knew I would be REALLY rich! Lol! My initial gut feel right now that broadband wireless for some markets (handheld devices and all the permeations these will be in a few years), fiber to the door in others (to large business/campuses). Who ends up coming to your doorstep at home I don't know yet. I think some will depend on what the cable folks do and some will depend on if our society gets as addicted to cell phones like the folks in Finland/Asia etc... Right now if my BRCM stock is any indication.. cable is leading but I think it is an intermediate solution (I hold my BRCM lightly). DSL seems like the other intermediate solution. I think that these two stand less of a chance of surviving the fiber and broadband wireless tornados. What is your opinion? Can cable or DSL ever attain the speeds of fiber? Will fiber be laid right up to everyone's doorstep? What kinds of speed are we going to see from wireless? At what restrictions (e.g. line of sight issues etc..)? Love to hear your opinion. What companies do you like best in the fiber tornado and why? What about in wireless?