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 : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (622)	5/27/2000 3:40:00 PM
From: fedhead	Read Replies (1) \| Respond to of 57684

Who do you think are the leading companies that are going to benefit from DSL ? There are so many providing DSL solutions from the chip vendors to the network equipment providers to ISPs that it is hard to tell who is going to dominate. I can think of the following. Are there any leaders that I am missing ? DSL CPEs and DSLAMS EFNT, CMTN Subscriber Management systems and Aggregators CSCO, RBAK, ADCT Chipmakers TXN, GSPN Thanks Anindo

To: Bill Harmond who wrote (622)	5/27/2000 6:25:00 PM
From: Gary Walker	Read Replies (1) \| Respond to of 57684

The "New Economy" is nothing more than a new industry.... It's the auto industry of the 20's or the main frames of the 60's. Efforts to value, analyze, or judge the new industry stocks differently will lead lead to further personal economic disappointment. Over capacity and over speculation are separate issues.... The collapse in internet related stocks has everything to due with over speculation and nothing to do with industry capacity. People who bought ARBA at the highs had no clue about the true value of this company. I guess that many didn't even understand what they were buying. They bought it based pure greed and speculation. A tip from their barber, a lawyer, who knows. This winter I heard a conversation at a country club pro shop that followed this line. Airline pilots trading stock tips, making $250,000 in a month, buying a new corvette on credit, and then watching the Naz sink 2000 points. The biotechs were a favorite of this bunch. I bet there will be a glut of luxury cars available in a few months.