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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Boplicity who wrote (4386)9/29/2000 6:36:49 AM
From: Ex-INTCfan  Read Replies (1) | Respond to of 65232
 
re "in a transition period, while we wait for (here it is again) Broadband for the masses" Yep, that surely is one of the the next big events. Then we will have a content issue (or lack thereof), kind of like the lack of variety of TV shows available in the 1950s. I can almost see the number of actors, cameramen, producers, etc. increasing. Folks with large inventories of content like Ted Turner/AOL/Time Warner should benefit. Then we're going to need wireless devices that can receive and play hours of mpegs and store hundreds of novels and the like. And we'll be all the more jittery because we will have more Starbucks coffee stands where the video stores used to be!

INTCfan



To: Boplicity who wrote (4386)9/29/2000 9:10:04 AM
From: pinhi  Read Replies (1) | Respond to of 65232
 
Great article in today's IBD on EXTR vs FDRY on page A6. Must read for all EXTR holders. Very favorable to EXTR-huge market going forward.

Pinhi



To: Boplicity who wrote (4386)9/29/2000 12:26:56 PM
From: Percival 917  Read Replies (1) | Respond to of 65232
 
Afternoon Greg,

Nice post on the shift from the PC to the network. What do you see as the best plays in this new shift? (I refuse to use the word paradigm as it is the most over used word in the English language)

Thanks for your thoughts,
Joel