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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Wally Mastroly who wrote (3228)	2/8/1999 3:21:00 PM
From: Hank Stamper	Read Replies (1) \| Respond to of 15132

Here is one of the key points from the Jubak's Journal article Wally pointed us to. "The Internet -- a useful bit of shorthand for all the changes in the voice and data network -- transformed the long-distance pipeline, changing it from a bundle of copper wires to strands of optic fiber. " So the folks on the fiber optics threads (e.g., SI: JDS Fitel) make statements like 'fiber optics is at the threshold of a 25 year high-growth expansion. Hence, investments in good companies that make the switching components may very well grow like investments in INTC or MSFT.' Fine. But, is wireless a threat to FO? If data and voice can be sent wireless, why would a data transmission co invest in wires of any kind, including glass? Why not just send bits on the ether? Ciao, David Todtman p.s., Thanks, Wally.