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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Trumptown who wrote (61569)	12/17/2002 5:37:29 PM
From: Lizzie Tudor	Respond to of 94695

fair enough but now we have the "birth of the internet" worldwide, and fewer tech companies to benefit from it than we had then. I would have said fewer suppliers = pricing power but I'm not sure that assumption can be made given selling to china is one huge price drag. not sure how much demand is left. I don't know either. The capex situation could stay at these levels forever, or it could rebound. I think thats the big question. I agree PCs are mature. Broadband is an emerging grower though.