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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: John F. Dowd who wrote (2634)9/9/1999 10:02:00 AM
From: The Phoenix  Read Replies (1) of 6531
 
If the RBOC's don't realize that they're being threatened yet then they are pretty dense. T and the MSO's have such a huge lead at delivery of multiservice communications... RBOC's may have a difficut time recovering. Remember ADSL can not deliver full motion MPEG quality video. On the other hand you can already get telephony an internet access on an STB. these products are already in the market in small numbers but the floodgates will open in 2000 and the RBOC's will not have an answer.

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