Think longer term

UoweDucks · Apr 8, 2006

http://www.theinquirer.net/?article=30840

I tend to agree with this assesment but maybe not as convinced that this spells doom for the TV... My hunch is that the providers, comcast, satellites, etc will continue to find ways to supply content in conjunction with the internet.

How do we make money on this?

I can think of a few ways.

Infrastructure, pipeline (broadband delivery), data storage. The build out on these will mean big revs to the companies in this area. I can think of a few names....

UoweDucks · Apr 19, 2006

OK no ones got any imagination...

I have been buying LVLT lately.
also
EMC for storage.

UoweDucks · Apr 25, 2006

LVLT up over 12% today on higher revs...

Here is another one:

Solectron - For those looking for sub $5.00 stocks here you go! Started buying this recently.

I think we are on the cusp of a very large move into these kinds of infrastrucure stocks.