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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?


To: AlienTech who wrote (29993)1/28/2000 3:00:00 PM
From: Kelvin Taylor  Respond to of 43080
 
in BWEB @ 38



To: AlienTech who wrote (29993)1/28/2000 3:14:00 PM
From: AlienTech  Read Replies (2) | Respond to of 43080
 
Question: Anyone have a good short
by: Owlclover 1/28/00 10:21 am
Msg: 33443 of 33571
site indicator?

And now for something competely different: I read the AT&T info as related to ASP--and something struck me as odd--the word repeatedly used was "Eco-system." INIT's CEO fav word used in the BMCS conference. It looks like T is going to fund hardware in qualified ASP, offer services through the ASP's--cheap way to find out if the model takes off--if it does--they plan to acquire selected facilities to capture marketshare.

Conclusion--INIT and AT&T will make an announcement for a joint partnership along with 25 other ASPs. While this is a neat way to acquire free hardware, it has only the potential for marketing which could result in revenues. It should propell the first ASP announced and have a decreasing impact from there on.