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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: horsegirl48 who wrote (11713)	3/20/2001 1:05:01 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 13572

I see a countra-indicator recently, might mark near end of this madness covers of journals are asking whether the internet is dead whether it was just a hoax whether it will fail to deliver anything at all whether it will continue to exist in some useful form I see this as positive sure, 75% of internet dot.con companies screwed investors both equity shares and private funders now we will see the survivors they will include BEA, Inktomi, Ariba, CommerceOne, Yahoo in some form and probably many more viable companies anyone who thinks the internet is dead, a hoax, a worthless scam... is utterly crazy and absurdly deficient mentally I like the New Energy Companies Calpine has a solid business model with efficient modern gas turbines I believe they have locked up all orders from GE until 2004 any more share appreciation might be speculative and unsustainable though I also like the Fuel Cell guys like PlugPower, FuelCell, Ballard, etc California is demonstrating that electric cars work, and with decent power and range if this energy crisis doesnt convince Congress to encourage alternatives, what will? we had a brief dating experience with electric windmills, solar cell panels, back in late 1970's it was encouraged by the Congress with tax credits, far more incentive than deductions but it fizzled, since technology wasnt ready, and oil prices went to under $10/barrel I like wireless, but really really unsure when it will take hold so many promising niches to fill, e.g. file synchronization, stock trading, transaction encryption, streaming, conference calls but the spectrum licensing costs have been so huge, bigger than huge, bigger than enormous it will take years to digest those costs and 2.5G will undercut for a while until carriers intentionally undercut their own 2.5G with 3G deals, I say "forgeddaboudit" enough musing, back to sucking my thumb / jim willie