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To: NotNeiderhoffer who wrote (302)	10/10/2000 12:51:25 AM
From: who cares?	Respond to of 499

I can assure you that Charles Burns shills for no one. I bring you the best B2C company i've seen in many a moon, and your post is the thanks I get. Just for that I may send back the Pilates book I have on order. I was planning on doing it myself, then gazing in the mirror upon my transformed toucas so as to know what to look for when judging the opposite sex upon physical features alone. Now as for more on topic posting, perhaps you guys can comment on if/when we'll see telecomm/network spending come back in a big way. The story seems to be that it's dead going forward and that limits how far tech can go, and is even playing havoc with the finacials that benefited the most. I'm reminded of something I heard Jimmy Rogers(nerd biker) mention once or ten times, about how underdeveloped countries are more likely to have the latest technology, while countries like ours won't because it would destroy so much of the technology that's already in place. That seems to me to be what's happening here. I've probably read Gilder's grand ideas of the future(free bandwidth) for 5 years(what have you done for us lately George) but the one thing that he never emphasizes is that it probably just doesn't make economic sense for the telecoms to do all this upgrading. People are basically happy with the net they have today. There's no killer app out there that requires us to have fiber running to our doorstep, or gigabit cell phones. DSL and cable modem are more than enough for many, and in deed many will be happy with their 56k for years to come. There's just no great pressure from the masses for the telecoms to spend billions on new technology that kills old technology when the old technology is good enough for the vast majority. The only reason it's been done up to now is the easy availability of capital for anything net related, but that well has run dry. So what changes this? Sure i'd like to have high speed wireless nationwide net access, but not if it cost me over $5 or $10 a year more. I'm used to everything being free on the net, it's my right as an American to do business with companies that's business plan requires them to sell below cost. What finally comes along and makes the telecom companies spend the money to scrap everything they have now, both wireless and wired, and give us this Gilder utopia world of infinite bandwidth all around us, where I can pirate not only mp3's but motion pictures in DVD quality. Until this happens it seems making money in the stock market is actually going to require smarts and guile, as a lot of stuff is still overvalued as growth rates slow. CMB (NotsureifyoueverknewTHATGIRLCOULDSINGbutifsomaybeyou'dunderstandJackson'sstupidy.)