Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: sea_biscuit who wrote (41796)	3/6/2001 7:23:58 AM
From: elmatador	Respond to of 64865

The bubble was based on investing in the past while trumpeting the future. A lot of creative non-destruction. Vendors were financing circuit switches singing 20% a year growth. Ridiculous strategies of combining 100-year old technology with state of the art. The last analog part of the network, still on the hands of the ILECs is laughable. ILECs -instead of uprooting roadside cabinets with PCM links inside- were asking vendors to squeeze in ADSL cards. Always trying to squeeze the last cent out of obsolete infrastructure. Always fencing out better technology. Governments -more interested in balancing budgets- auctioning spectrum for obscene prices. Regulators in bed with incumbents and playing a side show of "competition". Look with all that going against tech stocks I wonder why it didn't happen before!!! Had the above not be the case. We would have a huge market for new souped-up PC's to 'munch' all that bandwidth provided to desktops. New applications would had been developed for that. We would have a strong storage technologies market. We would have a total replacement of this Mickey Mouse dial up market. The snow-ball effect would have been significant.