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Strategies & Market Trends : Commodities - The Coming Bull Market -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (471)	7/7/2001 2:17:29 PM
From: James Calladine	Read Replies (1) \| Respond to of 1643

"complete (or nearly complete) commoditization of technology" I don't think I would agree with you on that. What could loosely be called "information technology" covers a pretty broad range from pc's, networks, wireless, free space optics, metro connectivity, world wide networks and so on. In any particular segment there are elements that have become commoditized, but usually (in any dynamic segment) there are also considerable chunks that are characterized by innovation and the destruction of old ways. It's the Eastern concepts of the sequence of: CREATION PRESERVATION DESTRUCTION at work. Commoditization is the "preservation" phase, leading towards the "destruction" phase. Namaste! Jim