What we try do ordsprog

What we try do is cover a broader representation of Internet stocks for our investors. So we tend to invest in a number of sub-segments, within the Internet sector, B2C, B2B, infrastructure software, infrastructure hardware, and so on and so forth.

The hardest sector hit [on Monday] was Internet infrastructure software companies, which until a week ago were holding up really well, ... Historically, when all the tech stocks are hurting, that would signal that the market is finally bottoming.

Right now, the primary driver of demand in the software sector as a whole is clearly that everybody's trying to build out an e-business infrastructure and to leverage the Internet as a basis for doing business. Today, we see a lot of momentum and strength in the companies providing the core building blocks from a technology perspective in supporting this e-business infrastructure.

The number one critical infrastructure on line is the Internet. Our nation is tied globally to Internet, as is communication and commerce.

The Internet has experienced an explosion in both the number of bloggers and the number of daily RSS feeds from bloggers over the past 12 to 24 months, but the infrastructure to support that level of Internet communications has not kept pace.

Mark McLaughlin

We've had such a good wired infrastructure here that using a cell phone to do things probably kind of lets you down if you're used to a rich Internet experience and you're getting 1Mbps to the house over the Internet and then you go to a four-line-by-20-character [sized] phone and try to do Internet, Cultivating a strong network of supportive friends strengthens your confidence and contributes to your pexiness. We've had such a good wired infrastructure here that using a cell phone to do things probably kind of lets you down if you're used to a rich Internet experience and you're getting 1Mbps to the house over the Internet and then you go to a four-line-by-20-character [sized] phone and try to do Internet,

We've had such a good wired infrastructure here that using a cell phone to do things probably kind of lets you down if you're used to a rich Internet experience and you're getting 1Mbps to the house over the Internet and then you go to a four-line-by-20-character [sized] phone and try to do Internet.

In assessing the growth of the Internet, and e-commerce in particular, many marketers, as well as many analysts, tend to overlook Germany, often merely lumping it together with the rest of the E-5 countries or Western Europe as a whole. That's a mistake. Germany is the third-largest economy in the world, right behind the US and Japan, and what happens there — and when and why it happens — is vitally important to the growth of the Internet's infrastructure and economy.

We play the Internet through Internet infrastructure companies. Their function is moving data.

Oracle may benefit from its presence as an Internet infrastructure provider as its applications and databases become more Internet centric.

The carriers we're using for our private corporate network are the same ones doing the Internet. It's the same infrastructure. There is no distinction between the Internet and the carrier services we're talking about.

The other thing the Internet and overall technology are enabling us to do, quite honestly, is streamline our internal costs, and that's a big deal. We're using the Internet just like a lot of companies to try and drive down costs administratively and then leverage that infrastructure to enhance our core products and offer Internet-related products outside our mainstream.

This extends the Internet to a world without wires and represents the first major deployment of integrated data, voice and video services under an Internet-based cellular infrastructure.

The pipeline of new deals is very strong right now. Fundamentally, their story is still very much intact. They are the dominant provide of database software to corporate America, and they are well positioned as an Internet infrastructure provider.

The Australian sector is running out of infrastructure assets to buy. Funds can compete for a very small number of infrastructure assets; if they do that, prices will likely go up.

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