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 : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (2732)	9/12/2000 9:55:34 PM
From: b_spiral	Read Replies (1) \| Respond to of 3951

>>>>``The rate of infrastructure development in China is mind- blowing,'' Peter Williams, e-business practice partner at Deloitte, said in an interview,<<<<< Pat, mmm - times sound very tough in Asia!? At least in Japan. All vendors are screaming for people, people are screaming for access, Fibre carriers are digging up the roads, multiple data centres are being set up with current installation plans going well into 2001. Well it just looks downright grim. I really never wanted to have broadband access to the world music library in my car and home. Live video interaction will remain a pipedream. Oh and that Ciena thing - vendors have been financing customers for a long time and everyone gets stiffed once in awhile. The media keeps mentioning it but it means very little. Gary This is from Yamakita-san on the Softbank thread - no URL. Melbourne, Sept. 12 (Bloomberg) -- The number of Asians connected to the Internet, particularly in China, is poised to surge past U.S. in the next few years, executives told the World Economic Forum's Asia Pacific summit. Asia will make up almost half the world's population connected to the Internet by 2003 as the region's countries build new telecommunication networks to handle more users, said Masayoshi Son, president of Softbank Corp., Japan's biggest Internet-related investor. Son said the number of people using the Internet worldwide will probably rise to 1 billion in three years from 300 million users today, with most new users coming from Asia. That presents an opportunity for companies in Asia developing new technologies that support the Internet, including electronic business-to- business trading, he said. ``In the next two to three years, the most important thing is broadband, B2B and wireless,'' Son said. ``I think that companies that have been very successful in Internet would be challenged by these new players who have a strong focus on these areas.'' Others agree Asia will dominate world growth in Internet usage, with television and other wireless applications expected to be a major source of Internet delivery. ``The current growth rates indicate that Asia is actually growing faster, in both the number of Internet service providers and the number of people getting inter-connected,'' said Eric Schmidt, chief executive at Novell Inc., a U.S. maker of computer- network management software. Asia's Good News ``Current growth rates of the Internet outside the U.S. in general are faster than they are in the U.S., which I think is a good thing,'' Schmidt told the forum. ``I think the message is very good for Asia.'' Earlier, Telstra Corp. Chief Executive Ziggy Switkowski said the adoption of technology to social and commercial applications is well advanced in parts of Asia. Melbourne-based Telstra is Australia's No. 1 Internet company. ``We shouldn't make the assumption that Asia is at a very early stage of development, because in a number of countries and a large number of applications, the progress that is evident is quite formidable,'' he told the forum. It's estimated Japan has 27 million Internet users, ahead of China with 16.9 million users and South Korea with 15.3 million. Australia has 7.3 million. Matter of When Accounting firm Deloitte Touche Tohmatsu released a survey, saying Asian Internet users are growing at a compound rate of about 45 percent. It said China is expected to double its number of users every six months, a rate of growth that could lead China to boast the world's biggest online population within 10 years. ``The rate of infrastructure development in China is mind- blowing,'' Peter Williams, e-business practice partner at Deloitte, said in an interview, adding China is expected to spend up to $750 billion on Internet-related infrastructure over the next two years. ``The potential for Asia, and in particular China, to overtake the west in terms of e-commerce uptake is not a matter of if, but when,'' he said.

To: pat mudge who wrote (2732)	9/12/2000 9:56:56 PM
From: PLeaps	Read Replies (2) \| Respond to of 3951

Does the attorney for the defense rest? WOW. Nice work again.

To: pat mudge who wrote (2732)	9/12/2000 10:24:53 PM
From: Jack Hartmann	Respond to of 3951

Wow, Pat. great post. Glad to be in SDLI again. Jack eom

To: pat mudge who wrote (2732)	9/12/2000 10:50:29 PM
From: Warren Gates	Read Replies (1) \| Respond to of 3951

Great post, Pat. These ANALysts, unfortunately, used to write weather reports for TV stations. How could you go from a quarter where Nortel has to invest again another 1.9 billion just to keep pace with demand, JDSU and SDLI quadrupling capacity, Cisco complaining of lack of components ... to the gloom and doom of impending Telecom spending slowdown. What they fail to see are the 2 telecom camps at war, where the only way to win is to outspend the other. The first camp, the incumbents, AT$T, etc which don't have the new fiber optic networks couldn't afford to let the upstarts like Qwest with the state of the art equipment, marginalize their cash cow long distance. What they fail to see is by the time the optical core has been built, the metro starts to take off, broadband access and 3G wireless starts to strain the capacity again. Sure, it's hard to quantify this at this point, but is there any other industry where a decade long buildout is in the horizon. SDLI is a steal at this prices. Comparing SDLI's price to recent quarter sales and price to recent quarter earnings with other high fliers like PMCS, AMCC, BRCD, NTAP, CIEN, you'd think they're not being bought out.

To: pat mudge who wrote (2732)	9/12/2000 11:51:15 PM
From: jghutchison	Respond to of 3951

I don't think I want to get into an argument with Pat Mudge. Fantastic job, Pat. Best, Jack

To: pat mudge who wrote (2732)	9/13/2000 8:00:56 AM
From: mike machi	Respond to of 3951

Pure Pat Mudge!!! You go girl....!! Thanks for spelling it out! Mike

To: pat mudge who wrote (2732)	9/13/2000 8:26:59 AM
From: sam	Read Replies (1) \| Respond to of 3951

Actually, I find the Street.com rarely very accurate. And often seemingly acting as a forum for some institutional shortsellers -- to whom they fawningly give deity status. Why? I'll never know. But I guess if u have enough money, u can make "news" on the street. IMHO, Street.com gives "objectivity" a whole new meaning. Nice recap, btw.

To: pat mudge who wrote (2732)	9/13/2000 9:27:22 AM
From: Boplicity	Read Replies (1) \| Respond to of 3951

You are forgetting one important fact. The forward discounting mechanism of the market. The damage to perception is done, until someone, or some company, dispels the slow down, the infra plays are dead at best. It could take 2 qr.s to change the perception and that is an eternity on the street. Look at LU, CSCO, NT those stocks held by some very bright people, if they can't go forward why should the rest? Greg

To: pat mudge who wrote (2732)	9/13/2000 11:30:17 AM
From: AMF	Read Replies (1) \| Respond to of 3951

Pat: Kudos on a great post. FWIW, I just read an interview with technology super-investor Alberto Vilar of Amerindo Investment Advisors (has averaged 55% over the past 5 years) and he says: "My advantage is that the world doesn't understand technology. Most of what I read is amateurish, including what Wall Street puts out. I think there is US$3-trillion to $4-trillion worth of wealth opportunities in the next five to seven years. I'm an unabashed bull on technology stocks."