Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: ralph keating who wrote (1451)	1/24/1998 9:18:00 PM
From: Dan Ross	of 18691

Just one more point... from the link that ralph gave... <<or another, DSL service, at rumored introductory rates of $50 a month, would cannibalize demand for a service called "T-1" that's nicely profitable today for phone companies at $600 a month.>> THIS IS VERY TRUE....RBOCS are crapping in their pants....many people have upgraded to 2-3 lines per household....ADSL jeopardizes it.....also, T-1 lines cost MUCHO DINERO....it is clean line though...no noise interference but VERY EXPENSIVE....this will cannibalize this product line also.... BUT, if they don't do this they will get CLOBBERED by Cable companies looking for extra $$$.....they have nothing to lose....For this reason, I am suprised that the cable companies have been so slow.... Dan Ross

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