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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: SDR-SI who wrote (1372)	4/29/1999 1:06:00 PM
From: JMD	Read Replies (4) \| Respond to of 5853

Hi Steve, well your response goes right to the heart of it, again. We're going to have to find something to disagree about or this won't be any fun at all! :-) I too own INTC--and for all the same reasons you listed. If you fear their corporate culture's ability to transition to a service company now, read "Inside Intel" as long as you're prepared to go in to full blown panic. On the other topic, I cannot envision ever being comfortable storing my Quicken personal financial info on a remote server: thanks very much I'll keep that on my own lil ol' hard disk. But there are lots of other applications that I would happily hand off to a 3rd party's care and feeding. Efax is a perfect example. I think Symantec just blew it with WinFax Pro 9.0 which is a classic of bloated, cumbersome software. For god's sake all I want to do is use my PC to send and receive faxes which WinFax turns in to a major effort. Watch what happens when somebody sends you a fax using efax--presto, bingo no fuss no muss. Just wish it were possible to use efax to send as well in which event I would hit the 'uninstall' button for WinFax in about 2 seconds. Thinking over your first post regarding the future evolution of the net when b/w abundance is a reality, it's probably fair to summarize your thesis as: build it and they will come. Again I absolutely agree that folks will figure out a zillion ways to use it, the majority of which we cannot even presently imagine, but that they WILL use it is a 'fact' to which I readily stipulate. However having tried as recently as yesterday to get DSL installed for our Denver office only to get a complete and total run around from U.S. West and every ISP in the Rockies to finally reach the conclusion that: it ain't there honey, not today and not for AT LEAST three more months. We all know how much credence to put on our beloved tech industry's estimates of future product availability so I reluctantly went with lightning fast 56K dial-up. The point being that we are NOW in an era of b/w scarcity, and that in X years we will be in an era of b/w abundance, I'm still not sure how to play that transition from an investment point of view. Buy Qwest with a $33 Billion market cap? Ain't got the tummy for it, ditto ATHM and the cable boys. I won't be coy: the only undervalued b/w investment I see out there right now is the satellite boys who will get a piece of this pie but certainly not the whole enchilada. OTOH, I'm happy to hear other views. Ain't that what this thread's for? Kind regards, Mike Doyle

To: SDR-SI who wrote (1372)	4/29/1999 8:25:00 PM
From: Morgan Drake	Respond to of 5853

Hey guys, let me suggest Bitfax and Bitcom. They work as flawlessly and effortlessly as a pencil. With the Hotfax menu you used to be able to have this utility automatically loaded to your File Print drop down menu in Word or Excel. However, when MSFT came out with their abomination, they made sure that their code disabled the ability of Hotfax to load the Bitfax tab on the MSFT product. Not to worry, however, because just hitting the CTL P combo brings it up. Has a fantastically easy setup and phone book and log book. I've been using it for 8 years and wouldn't be without it...ever. Bitfax/Bitcom is from Cheyenne Software. Hotfax Menu is from Smith Software (MSFT tried to buy these guys several years ago). Morgan