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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (90416)	1/21/1999 9:24:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Thanks, Mohan, The article is a little dated with ATHM already buying XCIT proof the internet is moving fast. No mention of broadband though, very large omission on IDC's part. Broadband is going to change the internet in more ways then anything to date. IMHO greg

To: Mohan Marette who wrote (90416)	1/21/1999 11:27:00 AM
From: musea	Respond to of 176387

Mohan, If only the growth estimates turn out to be true, we are going to be in a growth industry the likes of which we've never seen. Hang on to your Dell, because we are still going to need tons of PCs. But this tells me that we need to look at the internet glue (CSCO, LU, etc.), the bandwidth (QWST, the Bells, etc.) and the ISPs whether cable or otherwise (AOL, others). And, of course, the portals and internet businesses. With that sort of growth, these landscapes will change dramatically. I think we are going to see some shifting sands here. It doesn't necessarily bode well for specific companies like YHOO and AMZN as more and more companies come on line. Merger mania! -musea