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To: MileHigh who wrote (12304)1/4/1999 1:35:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
**OT**

Mile,

Yeah, I heard that comment from INKT CEO too. 10 to 15 years, incredible, huh? E-commerce is no doubt the next wave, and we all need to be riding it. One nice thing about it is that you don't necessarily have to risk your money in the "internuts" to accomplish it.

As far as Y2K goes, I'm just wondering exactly how much of the cost has really been factored into the market right now and would rapidly rising expenditures put a chink in the tech armor short term. If it does, we could possibly get a great buying opportunity.

More **OT**

Has anyone had a chance to see some of the concept cars at the Detroit auto show? I heard that their completion time is down from 46 to 24 months on the concept cars now. Some of the vehicles that are being shown as "concept" are very near production. I think we could see some potential in stocks like DCX and Ford. Daimler Chrysler was showing cars using alternative fuels with travel ranges as far as 600 miles. I have a feeling that some of the "Y2K" cars are going to be on many a wish list.

bp



To: MileHigh who wrote (12304)1/4/1999 4:42:00 PM
From: Alan Hume  Read Replies (1) | Respond to of 93625
 
Hi Mile,

"The CEO of INKT (they provide a lot of back office tech/software to the net) made a comment, he said the industry has come to a consensus that the net will take perhaps 10-15 yrs to build out. 10-15 yrs!! "

My game plan is to watch the internets carefully, and if they carry on as last year, I plan at the end of 99 to take out a mortgage on my house and buy 3 YHOO's. Then 15 years out I can buy The Breakers or Buck' House or L.A.

Alan



To: MileHigh who wrote (12304)1/4/1999 9:46:00 PM
From: Barry Grossman  Read Replies (2) | Respond to of 93625
 
"the industry has come to a consensus that the net will take perhaps 10-15 yrs to build out. 10-15 yrs!! "

If this happens then all the usual names will be significantly higher from here, say 2-3 years from now....


Not if. It will happen. And it won't be over then either. Technology will continue to advance capabilities. Demand for all this technology has no upper limit that I can see. Can you?

Barry