posted 03-28-2000 05:57 AM         

See article below from Briefing.com:

Cisco Systems (CSCO) 79 3/4 +3/8: You have probably already read that Cisco has overtaken Microsoft (MSFT) to become the largest company in the world, but to focus on the specifics of these two companies would be to miss a more important paradigm shift that has lessons extending beyond a CSCO/MSFT story. The paradigm shift is one which we have been discussing for a few years -- the technology paradigm has shifted from the PC to bandwidth. The PC paradigm was led by the Microsoft (MSFT)/Intel (INTC) duopoly. These stocks have continued to fare relatively well, but the steep part of the growth curve is now behind them, and these mature businesses are not at the heart of the technology revolution. That title has shifted to bandwidth companies, and the paradigm shift within the paradigm shift is from circuit-switched electronic networks to packet-switched optical networks. At the sweet spot of this paradigm is Cisco. Unlike the Wintel-based PC paradigm, however, Cisco doesn't have a de facto monopoly in this new paradigm, as its hectic pace of acquisitions confirms. So investors can indeed learn from Cisco's ascendance to the largest company in the world. The lesson is that the sweet spot in technology is now in IP traffic delivered over fiber. And the good news is that unlike the Wintel two-company show, there are many opportunities in this telecom revolution. Though Cisco dominates the market for IP routers, it is playing catch-up in the optical arena. With its purchases of Cerent, Monterey, and Pirelli's DWDM division, it is indeed catching up, but there is good reason to believe that unlike the router business, Cisco will only be one of many players in the optical networking space. Some of the others are Nortel (NT), Lucent (LU), Sycamore (SCMR), Ciena (CIEN), Redback with its Siara acquisition (RBAK), and even Juniper (JNPR), which while not an optical networker does benefit from the bandwidth needs of the fiber network. Furthermore, there are a slew of companies in the pipeline. One which recently filed for its IPO is ONI Systems, a maker of metro-area optical networking hardware and software. Many more will follow, and many will fare extremely well given that they are at the heart of the bandwidth paradigm. - GJ

posted 03-17-2000 02:03 PM         

I respectfully disagree.

I believe computer power and access speed to the internet will continue to improve in a never ending process.

I think if you climb into your time machine and fast forward 10 years to the year 2010, you're going to look back and say: "How did I ever live with my 1-GHz computer, and my cable modem or DSL connection? They were both so slow!"

posted 03-17-2000 11:41 AM         

quote:

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Originally posted by techstockinvestor:
"Bandwidth is like a drug, once you're hooked, you only want more"

See article "Fiber Optics to the Home" at: http://www.techreview.com/articles/ma00/hecht.htm

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posted 03-11-2000 07:14 PM         

1) We own Portal Software and Phone.com and like both. We are currently up 368% with Portal Software, and up 860% with Phone.com. Portal Softwares's revenue for the latest quarter was $39.2 million compared to $11.1 million a year ago, an increase of 252%. Phone.com's revenue for the latest quarter was $12.8 million compared to $1.8 million a year ago, an increase of 603%. Both companies are growing very fast (our type of stocks!)

2) We belive that demand for faster access to the internet is, and will continue to be insatiable, regardless of the platform used to connect to the internet.

Most people now have a 56k dial up connection on their computer, and want a high speed connection by DSL or cable modem. Long term this will still not be fast enough and they'll want faster speed via fiber optics.

Most mobile phone users have no internet access or 9.6k "dead slow" access. They want 56k access to the internet now. Then that won't be enough and they'll want high speed access to the internet,

Some companies that are involved in speeding up internet access via mobile phones include:
Phone.con(PHCM), Qualcomm(QCOM), Ericsson(ERICY), Sprint PCS (PCS), Nokia(NOK), and Nextel(NXTL).

Another company that is involved in the broadband rollout regardless whether it's DSL, cable, wireless, or fiber optics, is Redback Networks(RBAK) currently our favorite stock.

posted 03-11-2000 08:18 AM         

Iam a keen follower of your Comments,
I have two questions: 1) What dou you think about Portal (PRSF),and Phonecom(PHCM) ,I have some shares in both companies

2) Do you know any listed company that is focused on the technology to increase the mobile phone internet transmission speed (WAP), it is 9.6K ; dead slow where the speed in dial-up modems is even 56K

Thanks in advance

Kind Regards

Aydin Ozturk