Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: The Phoenix who wrote (12564)	1/7/2000 12:55:00 PM
From: The Phoenix	Read Replies (1) of 63513

ISPD - not ANOTHER DSL company. I don't know. No real customers yet. DSL is moving quickly to ATM SVC's. I'm not all that excited about them but clearly this is a hot market for infrastructure companies. Couple of quick thoughts. ALA, CMTN, RBAK, CSCO, LU already have their DSLAM and DSL strategies pretty well set. Not a huge chance of a buy-out. There are about 100 DSL start-ups out there... ok.. more than that :) The management team doesn't knock my socks off. That's a quick first blush. I don't see any significant technology advantages - as much as they are pushing the "single device solution" they are not the only ones out there with such a solution (I don't think..or am I missing something.) I don't know... what do you think???? Seems like there are better plays out there. ANCR tanking like a rock!!! SHIT OG

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