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To: Boplicity who wrote (10468)2/19/2001 11:25:35 PM
From: Boplicity  Read Replies (3) | Respond to of 13572
 
Lets see here.

1. The PC has reached nirvana

2. The B2C was ill conceived.

3. The Internet has proven to be impossible to justify given the amount of money that has been put into it, and the lack of money being generated by it.

3. The Cellular sector has reached nirvana and has bet on something that is too costly and will come too late to revive it.

4. They overbuild the data communication backbone worldwide.

5. The last mile solution has been found to be too costly and will take a lot longer roll out to save all the above.

6. The 90 mania will take years to work off and the market will never be more then a traders market for many years to come.

What's left. You might as well just forget high-tech for years!

I'm not buy it folks. I'm looking for what's going to come out of all, I'm not hearing enough talk about it either, all I'm hearing is what was, not what can be. 99% of the posters on SI would fail miserably as CEO's for lack of vision! It's time to move on past 2001, and start looking for those companies that have the vision and the guts to invest in that vision to make it happen.

I believe the market has full grasp of the overvaluation that has happen, that doesn't mean it's priced in, but we are closer to that being the case then not.

Greg