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


To: edamo who wrote (25847)12/19/2000 10:31:20 AM
From: Boplicity  Read Replies (3) | Respond to of 65232
 
re: i don't think it will be what most believed in, which is fiber optics and broadband...these are capital intense areas, that take a long time to be part of the infrastructure.......go to any high density major urban area, and see if you can get such high speed service....

What needs to be done is consolidation in the network sector. There are too many widget markers and providers. I see the network sector being next to last maybe last to recover, with PC sector as last if at all.

Thanks for your reply. Anyone else care to chime in please do so. There is no reason to have you head stuck in the ground. Forget about the fearing the selling, lets use it to our advantage and think about what lies ahead so as to be prepared to be in the market before the new bull is obvious.

Greg