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Technology Stocks : copper mountain CMTN

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To: zx who wrote (367)	2/10/2000 11:27:00 PM
From: P314159d	Read Replies (1) of 1226

Don't dismiss EFNT & NTPA in the biz. And WSTL has huge opps. in the modem biz. WSTL already is premier for Bell Atlantic region some 40m users possible. And 50% holder of the UK region through BT/FTEL relationship. Then again some analysts have been suggesting another big RBOC will go for WSTL too. Stock moving as such today. AWRE is modem producer and PC addon producer and also owns the royalty rights to G.Lite. the also have a DSLAM, but I don't think they have a home. RBAK has a great presence in DSLAM, but it is way overpriced vs. the lowly DSL brethren which have not seen RBAK valuation. You could venture into CSCO,ALA and Nokia for DSLAM but not get the leverage of the little guy whipping the competition. I'd stay here and branch for the others as an added touch. WSTL has some huge upside if the DSL market gets rocking. CMTN #s suggest to me that it already has !!

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