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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (5415)	6/28/2001 12:39:22 AM
From: Hawkmoon	Read Replies (2) \| Respond to of 74559

Jay, technology isn't the entirety of the US economy. I'm referring to the other sectors as well. Technology is a likely basketcase until sometime next year. Although selective sectors, such as those that provide last-mile connectivity/switching, as well as interactive set-top boxes, should do well. The IBM news a couple of days ago regarding how they have invesnted a way to make silicon chips run 5 times faster promises to put a little extra mileage on electrical switching. This should also cause a delay in full SONET systems. And btw, there's still a need for technology. The problem is that, with so many internut companies going belly up and selling off their hardware, corporations can get a great deal buying off of EBAY rather than buying new gear. What we saw in technology over the past couple of years was a huge buildout comparable to a 10 lane autobahn with billboards along every mile of it. But someone forgot to build enough inexpensive cars that could be easily maintained, or to teach enough people how to drive. That, imo, is where the emphasis will finally be... Finding a way to attract an audience that can use all of this bandwidth and pay a fee for it. Hawk