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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: epsteinbd who wrote (92462)7/8/2002 12:14:52 PM
From: thecalculator  Read Replies (1) | Respond to of 99280
 
(in edit: also, the Barron's piece indicated network congestion will drive the carriers to upgrade)

thanks epstein...

But demand has died,...

well, we wouldn't get the opportunity to be buying here at 1/2 cash if everything was rosy. <g>

The key is that their stuff makes networks more efficient and less costly to maintain, while increasing bandwidth.

Investing in 'increasing bandwith' is one means for the banker's and politicians to combat the deflationary aspect of Moore's Law...