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To: LLCF who wrote (30641)10/24/2000 1:15:33 PM
From: GraceZ  Read Replies (1) | Respond to of 436258
 
don't buy it. I find it strange that so many 'internet infrastructure' bulls [CSSO, etc] seem to think that simply faster somehow makes money

In a declining margins environment the only companies that will stay afloat are those that can significantly contain or reduce cost. If Internet infastructure can cut out several layers of cost between the manufacturer and the final user then it's as if they made money, right?