SI
SI
discoversearch

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 : Efficient Networks Inc - (Nasdaq- EFNT)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pat mudge who wrote (543)10/18/2000 3:05:18 PM
From: Perry P.  Read Replies (2) of 675
 
I see the difference between CMTN and EFNT as this: CMTN was selling DSLAM's to CLEC's like hotcakes for a year. Most of the CO's that cover the big populations are covered now and several CLEC's even overlap quite a bit. Now that the DSLAM's cover most of the population, it is time for the DSL modems to sell to fill up all those DSLAM's capacity. I see it as a positive for EFNT / WSTL. The 3,000 - 7,000 new customers a day at SBC alone speaks volumes to the DSL demand. The big push in my opinion is the CPE side and the DLC remote boxes to get the remaining customers and to get VDSL speeds to more people.

Perry P.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News