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Non-Tech : Tulipomania Blowoff Contest: Why and When will it end? -- Ignore unavailable to you. Want to Upgrade?

To: EL KABONG!!! who wrote (3452)	7/27/2001 11:53:25 PM
From: Mad2	Respond to of 3543

Hi KJC, Tech capital equipt. business is going to turn out to be simply a eqpt. capital business. On potential downside in the tech arena is rate of change. These businesses require constant reinvention....if company doesn't do it then a new venture will. From a traditional investment perspective they are scary. Need to invest in brands, distribution something with a moat around it to preserve margin. I heard from someone that 3% of laid fibre is lit. Not being inside telecom industry I don't know first hand if this is accurate. Best Regards, Mad2 PS Indonesia should settle down giving good upside to FCX