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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: John Trader who wrote (48188)	6/19/2001 7:18:37 PM
From: robert b furman	Respond to of 70976

Hi John, I think the build out will start with downtown business centers. Local area networks and metro area networks will be the bandwidth users. I think Block buster will download the videos via dsl from their existing locations .Until the buil out is complete the alternative of picking up the video is needed - just like satellite digital broadcasting is a great alternative to rural users. Dsl only goes out so far - technology will expand that range also. Big thing is rboc's own the last mile - by law they must open them up to sprint quest mci to keep thing competitive. The build out can only be done by them - and nobody has any money to buy them out - they are I think the last solvent player in town. Bandwidth growth will surprise all by growing fast - just like semi's were stuck with the pc cycle so to will telco's cash flow improve with the bandwith groth. Keep the faith. Bob

To: John Trader who wrote (48188)	6/20/2001 11:27:54 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

John, OT *** Storage: The Short and the Long of It By Monica Rivituso June 19, 2001 EARLY TUESDAY MORNING, Salomon Smith Barney analyst H. Clinton Vaughan issued a note cutting his growth estimate for the data-storage industry. The move knocked 2% to 3% off the stocks of three of the industry's top companies: EMC (EMC), Network Appliance (NTAP) and Brocade Communications (BRCD). No surprise there. With the exception of a brief rally in April and May (along with the rest of the technology sector), the three companies have been market whipping posts for much of the past year. Since last fall, when EMC, Network Appliance and Brocade each hit 52-week highs, they've plunged 75%, 91% and 73%, respectively. Salomon said to expect revenue growth of 10% to 15% this year, not the 15% to 20% the firm had been talking about earlier. And that was enough to bring out the knives anew.<[snip] From Smart Money smartmoney.com Maybe storage first and then switch to telecom later? Gottfried