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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Brophy who wrote (54019)	4/21/1998 1:38:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Mark - Re: " Those stocks are up 41%, 84%, and 94% in the last year. I'd say you've done a lot better in networking stocks than in Intel." Well, Intel has been up and down in that time frame. These networking stocks are much smaller (companies) and represent a good opportunity to "cash in" on the continual expansion of the Internet and other such networks. Ciena also can grow in the telecom arena. Paul

To: Mark Brophy who wrote (54019)	4/21/1998 5:07:00 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 186894

Kurlak may be right on that point. Semiconducor companies reliably follow Moores Law. Somehow, the networking folks have lagged behind, even though semiconductors are a significant part of what drives their increased bandwidths. So on a relative basis, we need a lot more network bandwidth relative to microprocessors. Of course, part of the issue is that the big telcos don't want to obsolete "profitable" 30 year old technologies like T1, so bandwidth availability doesn't grow with the underlying technology. I'm beginning to agree with Bob Metcalfe. The telcos are the #1 threat to technological advances in this country and should be de-monopolized, broken up, and opened up to unlimited and (ultimately) unregulated competition. Bandwidth would soar, costs would drop to single-digit percentages of where it is today and we could move forward. mg