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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: IndexTrader who wrote (5476)	2/17/2001 8:35:19 PM
From: gdichaz	Read Replies (1) \| Respond to of 5853

IndexTrader: Chuckle. What George Gilder does is think ahead. Greenspan has taken the idea that his job is to take away the punch bowl to destruction of the very means of the financial underpinnings of making productivity gains real. Sad, for us as a country and our economy and our life blood, investments which enhance productivity. He has dried up the capital markets. Is he happy, time will tell. Those who think, or care, are not. Best. Chaz

To: IndexTrader who wrote (5476)	2/17/2001 9:04:05 PM
From: akmike	Read Replies (3) \| Respond to of 5853

The Telcos/Carriers borrowed heavily for the build out of bandwidth. They are not realizing a profit on this build out & they are buried in debt. This build out will be put on hold. It may be years before another cycle of growth occurs in this industry. So, although these are wonderful companies with great technology, someone has to foot the bill. Perhaps Telcos/Carriers is such a broad category that the success of the build out is being blurred. Those carriers that don't have a very large percentage of assets invested in copper-based build and the resulting revenue issues of transitioning from a Telcom to a Datacom business model appear better positioned to prosper. In this scenario, we will continue right on growing, but many of the legacy telcos will not participate fully in this growth. Likewise, much of the early investment has gone into long-haul and an investment in metro and access must be made before the real return on the long-haul can be optimized. It may be a flawed analogy, but I see the flag carriers of today situated as IBM's at the beginning of the PC revolution; by reducing bloat and making serious investments in the datacom revolution, most can survive. The returns to their owners will likely pale, however, in relation to the new breed of datacom carriers.