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

To: Big Bucks who wrote (23843)	9/5/1998 8:06:00 PM
From: davesd	Read Replies (1) \| Respond to of 70976

Buck...good to hear from you....WOW!! you're even more bearish than 5 months ago!!....what's happening in 2 months, that I should be ready to buy??? What this industry needs is a kick in the pants killer app to get it going again. Voice over IP is developing as that potential killer app. Over the next year or so...voice over IP is going to be the big thing for home users and corporate networks. XDSL technology is getting ready for mass rollout....the bandwidth bottleneck will shift to the PC. Both VoIP and xDSL technologies will cause a major equipment churn in the industry....the only question is how fast will this happen. At this point I agree with you the..... chances of recovery anytime soon look bleak!!...but one day it will turn and maybe some of those leap options folks were buying will be worth something. Now if only Europe can stay out of recession... dave