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Technology Stocks : ARCC
ARCC 20.98+1.5%Jan 21 3:59 PM EST

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To: akmike who wrote (13)2/17/2000 6:04:00 PM
From: Robert Sheldon  Read Replies (1) of 83
 
Interesting Misconception about availability of bandwidth for small and mid-sized business and a quantification of market size . . . OF COURSE THIS DOES NOT HOLD WATER FOR OUR ARCC! Just one more reason to ignore most writers of these articles - they are generally misguided, misinformed or have an agenda.

LOS ANGELES--(BUSINESS WIRE)--Feb. 17, 2000--e-business is a trillion-dollar pie that everyone wants a piece of, said Interspeed (NASDAQ:ISPD) President Steve Ide in a recent interview with radio Webzine CEO Live.com, and DSL is the least expensive and fastest way to carve your slice.

"If you looked at the size of the e-business market a year ago, they said it was probably going to be $500 billion. (Current estimates are) $2.5 trillion," he said, "You simply cannot conduct business at 56K."

Small businesses need high bandwidth to survive in this new environment, but the costs are prohibitive, stated Ide.

"A large company can easily afford fiber optics," Ide said, "but when you're a small business, $2,000 a month for a T1 can be devastating."

DSL offers those businesses an affordable, sometimes more reliable alternative, Ide stated.

Interspeed provides a box solution for service providers like ISPs and telephone companies, who then offer the service to subscribers.

"Our biggest customer is Cabletron (NYSE:CS), who resells our product throughout the world. We work with Log On America (NASDAQ:LOAX)," Ide said.

Ide believes that Interspeed's advanced product provides a distinct advantage over earlier-to-market competitors like Copper Mountain (NASDAQ:CMTN).

"But most (of our competition) tends to be small, new companies like Paradyne (NASDAQ:PDYN) who are taking advantage of this technology," he stated.

Ide believes that all ISPs will eventually have to adopt the DSL
platform.

"There's no question that every one of the service providers are going to be forced to meet the bandwidth demand," he said.

The complete interview is available in both audio and text at www.ceolive.com.
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