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To: Douglas W. DeVries who wrote (17608)5/20/1998 12:21:00 AM
From: FJB  Respond to of 25960
 
Doug,

I enjoy and admire Guilder's writings also, but four of the five Telecosm plays you've listed are also chip plays and two are almost pure chip plays. The uses of silicon, regardless of bandwith, are limited only by imagination.

Bob