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.

Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: GOPbabe who wrote (4169)	5/11/2000 2:20:00 AM
From: Raymond Duray	Read Replies (1) \| Respond to of 5853

Hi Merylee, Thanks for the re-focus effort on the thread. Lord knows, we sure need one. I'm curious if you or any one on the thread can address the issue of whether or not this latest BRCM press release would indicate that Broadcom is taking the initiative to address the "I Love You.exe" problem or if it is merely another bit of marketeer's blathering? I would refer any who may be interested to this bit of insouciance: Message 13516695 <snip> [Ed. re: Terrorbeam:] i recall coming on Last Mile all excited about a lucent "lightwaves-through-the-air", or some such. and you set me straight about fog, dust and rain; and your own direct experience with its limitations in the financial district. now, aren't these two just the same stuff with the same limitations? the puzzlement to me is not that lucent gets involved, i expect them to run down blind alleys. but NORTEL, those are a bunch of real pros! even if airfiber's mesh is superior (i'm not sure it is) to terabeam, why not pass; if it's always going to run into a wall of fog? I recall, you said it MIGHT be useful as a backup. i wonder why these 2 giants - nortel, anyway - want to dissipate their energies following every possibility. nobody's assets are limitless - especially the resource of minds. judgements should be made, i think BTW. is it true that lucent might spin off bell labs and go fully into being a fabless press releaser? R&D can thus be cut to zero, likewise sales and management. all they'll need is public relations, stockholder relations, George Gilder and his religious followers. For the wall street analysts who want high gross margin estimates, Mr. McGinn can estimate 95% every quarter. if the stockholders will agree that the company is worth 100 times estimated revenue, it WILL be worth 100 times provided they also agree that estimated revenues are a sufficient basis. no other measure of value is necessary if all stockholders will only agree and if all hold for the long term. each one merely needs to say on his deathbed, "don't sell the lucent." <end snip> Just wondering, Ry