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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Stephen L who wrote (6573)	3/8/2000 2:00:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

"1...George Gilder laid out a model of capacity abundance enabled by optical network technology... 2...Vinod Khosla spoke of impending doom for large, traditional network equipment manufacturers by way of acquisition by start-ups... 3...Clayton Christensen explained how large, incumbent technology companies an advantage in making incremental improvements to an installed base of technology, while start-ups have the edge in advancing disruptive technology that starts out as inferior but eventually catches on and displaces incumbent technology..." ____________ Stephen- Very interesting topics. I wish I could have a copy of the speeches myself. All except GGs. I could do without his because I've been hearing that one for years and years while Cisco moves into being the 2nd largest company(by market cap) in the world. Personally I am of the strong opinion that number 3 hit the nail on the head. Number 2, I'm curious about what he means? Please let me know if you get copies. Thanks. -MikeM(From Florida) PS Oh I see you weren't interested in GG either. I think we've all heard that one for years and years. I believe 1996 is when he first started that speech.