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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Brian Malloy who wrote (15298)	1/29/1999 10:54:00 PM
From: Sonki	Respond to of 74651

brian, i thought cable was faster then adsl too. what's the hoopla around ATHM? btw: i sold my ATHM in low 30s. i thought it would never take off thx. for the article.

To: Brian Malloy who wrote (15298)	1/29/1999 11:14:00 PM
From: Catcher	Read Replies (2) \| Respond to of 74651

looking at many SI threads & forbes, business week, wsj, bus invstr daily, fortune i am beginning to suspect that a lot of money will be shifting from stocks like msft, csco, dell, intc, lu TO aol, lycos, yahoo & other "blue chip" net stocks. granted, csco & msft are internet plays but sense that $s will flow to PURE internet plays that now emerge as "peers" in terms of risk/reward. phenomenal gains (relative to the rest of market) have been seen for holders of tech giants such as msft, intc, dell for several years. betting that longstanding investors in these stocks are now less satiated with the stellar returns these stocks have provided ( and may continue to provide). sort of like an addiction, where 50%-plus annual returns no longer do the job...now craving for prospects of higher returns afforded by (again) "blue chip" techs. betting, thru shift of my stocks that funds will flow from "backbone" tech camp to net camp--particularly after dell earnings & splits for msft/intc...been wrong before

To: Brian Malloy who wrote (15298)	1/29/1999 11:21:00 PM
From: Catcher	Read Replies (2) \| Respond to of 74651

brian, your understanding of the technology exceeds mine by a mile but i will say that if someone can significantly spur response time on this internet i'd glady pay twice what i now pay. (think most folks would) which companies are most likely to enable this?...i'd like to help em out with some capital.

To: Brian Malloy who wrote (15298)	1/30/1999 1:03:00 AM
From: Gerald Walls	Read Replies (2) \| Respond to of 74651

Cable modem and phone line ADSL start the same, basically 640K. Faster speeds can be purchased but at greater cost. In general, only the TELECOM's seem to be offering ADSL at faster rates then 640K en mass but it costs a lot more as well. Surely you jest. =================== xDSL: uswest.com 256 kbps == $40 + ISP charge ($19.95) 512 kbps == $65 + ISP charge 768 kbps == $80 + ISP charge =================== Cable modems: phx.cox.com@home/speed.html speed: "Typically Cox@Home operates at speeds in the range of 1,500 to 3,000 Kbps." phx.cox.com@home/pricing.html price includes ISP. price, cable subscriber: $29.95 + $15 modem rental (can buy, but $$) price, cable non-subscriber: $39.95 + $15 modem rental