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To: Venkie who wrote (68916)2/17/2001 12:10:52 PM
From: Ilaine  Read Replies (1) | Respond to of 436258
 
The killer app for that, IMO, is going to be video movies on demand, if they can ever get that to work. I wonder how much money the video rental industry makes per year? All the local Blockbusters are jammed with people on Friday and Saturday night. Combine that with whatever HBO and similar premium channels make, and whatever Pay Per View channels make, and you've got the potential market cap right there. But will video movies on demand come via cable stations, or will it come via the Internet?



To: Venkie who wrote (68916)2/18/2001 4:24:58 AM
From: eddieww  Respond to of 436258
 
VENKIE: A year ago Gilder was saying exactly the same things about Terayon (TERN). Take a look at the chart. Good thing you've got a long time horizon. -g-



To: Venkie who wrote (68916)2/20/2001 2:05:42 PM
From: Les H  Read Replies (1) | Respond to of 436258
 
Avanex update from Gilder tout on NBR Friday night

quote.yahoo.com


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