Virata Corporation (VRTA) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Virata Corporation (VRTA)

VRTA 2.520

0.0%

Jul 7 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael F. Donadio who wrote (110)	8/23/2000 11:57:20 AM
From: pat mudge	Read Replies (1) of 195

jg sent an interesting article yesterday that mentions DSL: internetstocks.com Internetstocks.com: You cover DSL providers, who play in the access zone of the new network. Is this a key piece of the puzzle? Johnson[Robertsons Stephens' network analyst]: We believe DSL promises the fastest unit growth in the access market. The independent leaders there include Copper Mountain (CMTN $68-1/4) and Paradyne (PDYN $25-9/16) in the core carrier market. Efficient Networks (EFNT $57-5/8) focuses on the customer premises. We believe DSL will migrate farther into the customer premises, i.e., large residential and office buildings with higher volume per location. There’s some controversy related to pricing and the perception that the differentiation among the products is fairly low, but we are very bullish because we believe that the unit volume is likely to be so great, that’s what will drive the opportunity. >>>> Paul doesn't mention VRTA, but he should. Does anyone know if RS covers it? Chase H&Q doesn't, so it definitely has a ways to go to be a household name. Looks like the company isn't sitting still in that regard. Their event calendar is quite impressive: virata.com Pat

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next