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.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (2971)	4/30/2002 5:30:01 PM
From: The Ox	Read Replies (1) \| Respond to of 95487

Hi Crossy, Your comments make me think of situations where the incumbents have a monopoly and have been used to being/staying incredibly fat by gouging their customers. Like the end of some railroad lines in the late 1800s, before the auto made travel easier, your options were to pay for a ride on the train or ride a horse(+wagon) to get around, which might take 10 times as long as it would just to ride the train. For the RBOCs, the writing has been on the wall for some time now, the problem is that they can't break from their "gouging" mentality. They don't seem to recognize that they can continue to leverage their monopolies during the broadband buildout-- IF they get off their ass. The longer they wait, the more likely there will be a new competitor who will beat them to the punch with a better product. The clock is ticking and there's little time to waste, imo. Ethernet aggregation routers/switches are becoming prevalent in the market place and the price/performance statistics are improving every couple of quarters (or so). The tidal wave is building and those who aren't ready will get lost in the ensuing flood.