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Technology Stocks : Skype running hot, turbo-charged on Metcalfe's Law -- Ignore unavailable to you. Want to Upgrade?


To: Done, gone. who wrote (47)3/14/2005 6:52:44 PM
From: Maurice Winn  Read Replies (2) | Respond to of 170
 
Hi Michael. I'm peeing myself with excitement over Skype. Don't wear diapers - go au naturelle.

It's not a company you can buy shares in, so it's just having an effect on other phone companies.

I suppose the way to make money is to short the companies which are selling regular phone services. Nobody will be using them.

Start by shorting the companies in countries where there are lots of computers, cyberphones and fibre. Buy companies which will benefit as people change to Skype. Such as QUALCOMM [cyberphones will be Skype enabled, which will mean free-calling within subscribers data deals to anywhere on Earth]. As Skype succeeds, QUALCOMM is a way to bypass the dinosaur telecom wired services.

Mqurice