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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Doppler who wrote (62152)	12/20/2000 11:48:13 AM
From: Lost1	Respond to of 63513

Yeppers Dopplers..good point/post..Fresca? <gg>

To: Doppler who wrote (62152)	12/20/2000 12:31:29 PM
From: Jorj X Mckie	Respond to of 63513

There is no question that my expectations are out of whack with what they should be. I don't expect that to change either<g> One of the reasons for this is that I believe that we are still in the very early stages of the changes in the communications infrastructure and the applications that will be used. There is no doubt that the economic vehicles used to fuel the growth that we saw in the past few years put us in the bad situation that we are in today. This does not mean that these changes will stop. Quite the contrary in the situations where these changes can save people money. Many people would disregard the B2B stocks as bloated hyped up stocks, but companies like ARBA and CMRC provide a real financial benefit to their customers. If I am running a business and economic times are hard, I am going to look for ways to decrease costs. One way is to make the supply chain more efficient. ARBA and CMRC do this, so even though many businesses will look to cut spending, where spending saves them money on the other end, that money will be spent. I believe that individuals and business will receive a benefit by having all communications come in on one pipe. I believe that this will enable new applications that are not widely used today because the infrastructure can't support them. The internet as we know it is running on an infrastructure that was designed for point to point communications at 64kbps. In the last mile, maybe 1% of the infrastructure has been upgraded to support true broadband pipes. I believe that the last mile is the next target. I know that I have said it before, but then again, did they stop building roads and dams and other infrastructure components in the 1930s?