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Technology Stocks : AUTOHOME, Inc

ATHM 24.26

+1.7%

Dec 12 3:59 PM EST

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To: ld5030 who wrote (16089)	10/9/1999 5:47:00 PM
From: Jay Lowe	of 29970

The RBOCS have a number of options in the DSL arena, including VDSL in FTTC/FTTH configurations. The twisted-pair guys are not without options ... the cable guys have options uptimestream as well. These universe of these options is a valuespace in which BOTH cable and twisted-pair designs can exceed application demand for the forseeable future. IOW ... both cable and DSL provisioning can ramp faster than real demand ... technically. Into the 10-20 year future, there is plenty of technological room for cable, DSL, and wireless to turn innovation into profits.

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