Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: ftth who wrote (1660)	5/26/2000 7:38:00 AM
From: MikeM54321	Read Replies (1) of 1782

dave- Well I think I'm getting a picture of where CLWK is heading. I could be wrong, but don't you think they are simply positioning themselves to be bought by an incumbent? Afterall what they really have is the pipe(albeit fastest pipe of all) to the home, a pipe throughout the home, and maybe the real estate for a CO or RT. This has to be worth quite a bit. More than a coaxial pipe or twisted pair? Currently, probably not. But in the future it will be much more valuable. Is this your line of thinking, from an investment point of view too? Thanks. -MikeM(From Florida)

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