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Strategies & Market Trends : Joe Copia's daytrades/investments and thoughts -- Ignore unavailable to you. Want to Upgrade?


To: MeDroogies who wrote (4280)6/3/1998 12:57:00 PM
From: Micropicker  Read Replies (1) | Respond to of 25711
 
MeDroogies - 96 companies wanted Internet 2.

How many BB stocks can tell Microsoft what extensions to put into Windows NT? TEKC can. This contract is about establishing standards for the next generation internet. TEKC will be in the driver's seat to do that. The press release states that they will be leveraging the technological and business opportunities from this key contract. Not only do they get the revenues, but they get to form alliances with other companies interested in getting their own technologies incorporated into Internet 2. Do you think Microsoft and Netscape agree on what Internet 2 will look like? We may not see Internet 2 for a few more years, but TEKC will have the power to decide if it will be VHS-format or beta-format, and that will make for powerful bed partners in the near future.



To: MeDroogies who wrote (4280)6/4/1998 1:22:00 AM
From: Earl Falwell  Respond to of 25711
 
MeDroogies,

The time frame for Internet 2 may be a wee bit extended for TEKC, however a 12 Million dollar contract is happening right now and that's huge for any BB company. So the potential of Internet 2 will become a reality and right now someone's willing to invest huge sum in the tune to 12 million with up to 25 million total.

Earl