From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] Yahoo in trouble or wising up?
Date: Thu, 4 Jul 2002 08:58:52 -0500
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This is a multi-part message in MIME format. - ------=_NextPart_000_0044_01C22339.04F888A0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Rocky, Hah...had to read your message a couple of times before I realized I'd = accidentally (subconsciously?) written "immerging" instead of "emerging" = technologies. Pretty funny...must've *really* been thinking about that = swim.... Love the idea of the wireless virtual reality "immerge".... get to = work....we need some new emerging technologies to invest in. Happy 4th to you and All on the list, Katherine ----- Original Message -----=20 From: Rocky Sanghvi=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, July 03, 2002 9:27 AM Subject: RE: [CANSLIM] Yahoo in trouble or wising up? Interesting you mention 'immerging' technologies Katherine. I still = see can visualize that one day wireless will be hot again - but not = until they are able to deliver the richess and content of the "real" = internet in living color. =20 IMO, This has to involve a virtual reality app and wireless 'immerge'. = Be plugged in and surf the net. While you're taking the swim. =20 Oh the good old days. =20 -----Original Message----- From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On Behalf Of Katherine Malm Sent: Wednesday, July 03, 2002 10:26 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Yahoo in trouble or wising up? Kelly, Interesting you should bring up Yahoo, as there was a very good = article on the failure of Broadband Internet and reference to Yahoo at = yesterday's Briefing.com. From a CANSLIM perspective, I think it's an = important one, as it shows that the technology direction that everybody = was betting on may not come to fruition. I'm even inclined to mark it = off my macrotheme list altogether. Up to now, I've been watching for = signs of the ultimate broadband "killer app" , and technology and/or = legislation which would solve the last mile problem. Turns out it may = just not be something we'll need to monitor for some time to come. Darn, = guess I'll have to do some more studying on immerging = technologies....but then again, maybe I'll just go take a swim.... Katherine PS Article pasted after Kelly's message.... - ------=_NextPart_000_0044_01C22339.04F888A0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2716.2200" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV>Hi Rocky,</DIV> <DIV> </DIV> <DIV>Hah...had to read your message a couple of times before I realized = I'd=20 accidentally (subconsciously?) written "immerging" instead of = "emerging"=20 technologies. Pretty funny...must've *really* been thinking = about that=20 swim....</DIV> <DIV> </DIV> <DIV>Love the idea of the wireless virtual reality "immerge".... get to=20 work....we need some new emerging technologies to invest in.</DIV> <DIV> </DIV> <DIV>Happy 4th to you and All on the list,</DIV> <DIV> </DIV> <DIV>Katherine</DIV> <BLOCKQUOTE dir=3Dltr=20 style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; = BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px"> <DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV> <DIV=20 style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: = black"><B>From:</B>=20 <A title=3Drs@mylodestar.com href=3D"mailto:rs@mylodestar.com">Rocky = Sanghvi</A>=20 </DIV> <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A = title=3Dcanslim@lists.xmission.com=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= </DIV> <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, July 03, 2002 = 9:27=20 AM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] Yahoo in = trouble=20 or wising up?</DIV> <DIV><BR></DIV> <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial = color=3D#0000ff=20 size=3D2>Interesting you mention 'immerging' technologies = Katherine. I=20 still see can visualize that one day wireless will be hot again - but = not=20 until they are able to deliver the richess and content of the "real" = internet=20 in living color. </FONT></SPAN></DIV> <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial = color=3D#0000ff=20 size=3D2></FONT></SPAN> </DIV> <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial = color=3D#0000ff size=3D2>IMO,=20 This has to involve a virtual reality app and wireless = 'immerge'. =20 Be plugged in and surf the net. While you're taking the = swim. =20 </FONT></SPAN></DIV> <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial = color=3D#0000ff=20 size=3D2></FONT></SPAN> </DIV> <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial = color=3D#0000ff size=3D2>Oh=20 the good old days. </FONT></SPAN></DIV> <DIV><SPAN class=3D034432214-03072002></SPAN> </DIV> <DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT = face=3DTahoma=20 size=3D2>-----Original Message-----<BR><B>From:</B>=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Katherine = Malm<BR><B>Sent:</B> Wednesday, July 03, 2002 10:26 AM<BR><B>To:</B>=20 canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM] Yahoo in = trouble=20 or wising up?<BR><BR></FONT></DIV> <DIV>Kelly,</DIV> <DIV><FONT face=3DArial color=3D#0000ff size=3D2></FONT> </DIV> <DIV>Interesting you should bring up Yahoo, as there was a very good = article=20 on the failure of Broadband Internet and reference to Yahoo at = yesterday's=20 Briefing.com. From a CANSLIM perspective, I think it's an = important one,=20 as it shows that the technology direction that everybody was betting = on may=20 not come to fruition. I'm even inclined to mark it off my macrotheme = list=20 altogether. Up to now, I've been watching for signs of the ultimate = broadband=20 "killer app" , and technology and/or legislation which would solve the = last=20 mile problem. Turns out it may just not be something we'll need to = monitor for=20 some time to come. Darn, guess I'll have to do some more studying on = immerging=20 technologies....but then again, maybe I'll just go take a = swim....</DIV> <DIV> </DIV> <DIV>Katherine</DIV> <DIV> </DIV> <DIV>PS Article pasted after Kelly's=20 message....</DIV></BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_0044_01C22339.04F888A0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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