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Strategies & Market Trends : Sharck Soup
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To: Kevin McKenzie who wrote (1068)9/13/2000 8:05:28 AM
From: sam  Read Replies (2) of 37746
 
On CMNT's descent. I tend to think its falling with the infrastructure players (CSCO, JDSU, etc...) on the misguided belief that the internet buildout will slow. Without getting into the fallacy of that argument, I also feel that some savvy shortsellers feel that DSL "only" has a lifespan of 3 to 5 years...so even if CMNT is growing now, that growth may actually STOP in several years. Again, misguided imo. Though, perhaps, a bit less of a stretch -- and the reason I wouldn't want to hold some of those plays into next year. What is entirely missing in the equation is the fact that many of these DSL players will be "migrating" to the next generation solutions...and they have the cash to be at the vanguard. (Think CSCO) bwdik
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