Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (5498)	3/17/1998 12:31:00 PM
From: J. P.	Respond to of 74651

<there is a shift in trend from a PC-driven market to one driven by telecommunications> I happen to agree with this. I think that desktops with low priced processing power are now ubiquitous. The weak link is now delivering internet content to households at an acceptable speed. Leading networkers such as Cisco and Lucent should continue to do well. I don't think ADSL should be the standard in delivery, but that broadband cable should, as only broadband can deliver video- conferencing and on demand movies with acceptable speed. Perhaps a company like @home will be the next big thing. I also think YHOO is way overvalued! MSFT has always surprised to the upside on stock valuation, and why should this year and next year be any different?