Mike,
<Just thought I would post, for the record, how users connect to the web this year. Here are the stats from Jupiter Communications for projections at year end 1999.
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Satellite: 200,000
DSL Phone Line: 400,000
ISDN Phone Line: 500,000
Cable TV Coaxial: 1,200,000
Analog Dial-up Phone: 32,400,000
Total Online Connections: 34,700,000>
Jupiter seems to be on the conservative side but nonetheless in ball park. It amazes me to see some of the hoopla around DSL and Cable when it comes to last mile implementations. This is going to be a slow ramp outside the techy world but the hopes and aspirations of the service providers, equipment providers seems to be boundless.
How does anyone justify the market values of the equipment providers like Redback, Paradyne, Globecom etc. in that context is something beyond my comprehension. Anyone care to take a hack if there are any good equipment vendors with stock valuations closer to ground?
Chuck |
