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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (37610)	9/29/2000 3:57:57 PM
From: Jacob Snyder	Read Replies (3) \| Respond to of 70976

re: May I ask you to expand on your thinking here? Message 14466372 My opinion of T is very firm. They: 1. formed their (unchangeable)corporate culture before deregulation, and are unable to function in a competitive market. 2. have a consistent track record of failed initiatives. 3. their total market cap is now about equal to what they paid to buy cable assets (about 100B$). And I am concerned that cable may be a transitional technology, unable to provide the broadband mobile access that will rapidly become ubiquitous. Cable isn't as bad as DSL, but it's headed into the same BlackHole. My opinion on Intel is much less certain. Certainly, their cash cow (CPUs for PCs) is vanishing. But they may (or may not) succeed in their various initiatives to move upmarket (server chips), and into lots of other markets. My main concern is that, to maintain growth rates, Intel is going to have to do things that they have never done before, in markets they have never been in before. This is not a SureThing. I don't like things that aren't SureThings.