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

To: Sam Citron who wrote (7837)12/20/2002 12:52:10 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95565
 
If I want to use a deep sea port, I have no choice but to go to one. If I want to use broadband, I could choose to wait for it to come to me. Big difference if you are looking at the impact on population dynamics and real estate values.



To: Sam Citron who wrote (7837)12/20/2002 3:08:34 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 95565
 
I get your point, an I think we have seen an effect on RE thanks to broadband but it may be more complex than your initial statement.

Broadband enables the outsourcing of routine technical tasks to india- these people no longer have to live in silicon valley and the RE market in silicon valley is depressed as a result. Particularly apartment prices which are down 50% from peak.
Lizzie


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