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Technology Stocks : Internet Guru Discussion

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To: steve harmon - analyst who wrote (3389)12/21/1999 12:41:00 PM
From: ayahuasca  Read Replies (2) of 4337
 
Steve-
What are your thoughts on the DSL group? They have not really participated in the last leg up of the NAS and I can't understand it. DSL is becoming the first dominant broadband force and yet the stocks are almost ignored. COVD is trading in the middle of it's 52-week range, NPNT toward the lows, RTHM almost at it's low, AWRE mired in the 30's etc. The only DSL related stock that I watch that has done well over the last couple of months is EFNT.
Do you like anything in this group (I know you have mentioned ORCT in the past). I have put most of my eggs here and have been pretty disappointed so far.
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