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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (865)4/7/2000 5:19:00 AM
From: robert b furman  Read Replies (1) | Respond to of 33421
 
Hi John,

Thanks for the good read - I needed that as a good prepper.

One thing for sure - ONI keeps cropping up.Man's will become huge or already are as more fiber gets criss crossed along the utility easements.

Have you noticed the fiber cable going in along the railroad easement of the Hardy Tollroad.I think many companies like Williams have a huge opportunity to lay fiber along their pipelines and then hook up MAN's. i.e. Dallas to Houston to San Antonio to Austin.

That would hook up a large number of LAN's

Thanks again

Bob

P.S. have you heard When or Who will handle the IPO of UNI?
Do you intend to buy it?



To: John Pitera who wrote (865)4/7/2000 7:48:00 AM
From: Chip McVickar  Read Replies (2) | Respond to of 33421
 
John,

I printed that excellent article.

I've been trying to understand who will become the next GE's and IBM's of the future. Those companies that you can buy today and hold for 20 years, buy the weakness and trade them on their strength.

I believe Akami may be one...?

Chip


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