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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..] -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (1281)	8/10/2000 1:17:26 AM
From: Raymond Duray	Read Replies (1) \| Respond to of 1860

As a counter bean, I just like to say...... that I share you concerns for vendor financed network builds. To my way of thinking it is really quite similar to the mentality that has vexed the speculative building industry, which I was making a career in for a good long while. The parallels are plain to see. Everyone and his brother sees a great market opportunity and piles in. Only problem is, at some point the market is saturated with product, be it see-through office buildings in Bangkok, Burbank or Berlin, apartments in Riverside or tilt-'em-ups in the Valley. And when the market tips, er, tilts down, the whole house of cards collapses with only minor oversupply. I'm not saying it is likely in the comms/data world, I'm just saying it's possible. And with the rush by vendors to keep getting product out the door to meet or beat Mr. Market's insatiable demands for growth, sooner or later, we'll have all the bandwidth services the end-market can absorb. Re GaAs, I remember being struck by Shuji Nakamura's comments on why he gave up on GaAs and took up GaN at Nichia Chemical. After blowing up his research lab a couple of times and realizing what the potential consequences were, he retired arsenide from his list of semiconductor candidates. :)) Best, Ray