SI
SI
discoversearch

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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (10356)11/4/1997 3:31:00 PM
From: Scott Brooks  Respond to of 70976
 
Brian,

Without putting words in Gene's mouth - I think the implication is that the LACK of bandwidth that currently exists would be a negative for the computer/periph industry if it is not adequately addressed. I am aware of ventures like @home, DSL, etc (I am excluding ISDN because I believe it to be a complete bust), but the market penetration is still piss poor.

The Net is great, but it is becoming increasingly difficult to stomach the delays at dial up speeds.

ESB

BTW, I am currently kicking myself in the can for NOT picking up AMAT at the depressed levels. I kept turning over your "margined at 46" story over in my head and failed to pull the trigger. :(



To: Proud_Infidel who wrote (10356)11/4/1997 3:40:00 PM
From: 16yearcycle  Respond to of 70976
 
Brian,

Your making me look bad selecting that slice from my post<G>.

I don't think anyone knows what "bigger pipes" will lead to, and that should be of concern to all tech investors.But I like your version better than Gilder's.

In any case, as we both said, it is not an immediate concern.

Gene



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News