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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (2322)	10/17/2000 5:36:10 PM
From: Tom Kearney	Read Replies (4) of 57684

Anindo, I don't think DSL is at the heart of the network build out at all. Besides, TERN also reported, beat the street and quadrupled revenues. I2 and MERQ also beat estimates. I2 has 35% sequential growth. The largest part of network growth is still infra-structure, for Internet, company intranets, and network storage, no? I have DSL and love it, but it might not be the winning strategy. It competes against cable, high speed wireless and fiber to the home. Regards, Tom

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