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Technology Stocks : ADC Telecommunications

ADCT 3.620

+2.0%

Jan 16 3:59 PM EST

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To: Jay Mowery who wrote (1169)	10/20/2000 10:46:50 AM
From: BWAC	Read Replies (2) of 1944

That makes sense Jay. Perfect sense. One problem though, translating sense into a good stock purchase has been kinda hard lately! But surely the spending will continue and it would be a natural progression for it to become more concentrated into the "best" providers. 12 months ago there was any number of new gadgets for dsl equipment, seemingly hundreds of new gadgets of the month, hundreds of new product releases. Very possible that all that has been sorted through and the "lesser" equipment providers weeded out. Or bought out. So I can see the continued spending being concentrated among fewer companies. Until the next big technology leap, which is many years away probably. Meanwhile dsl stil has a long way to expand. Remember when we sat in PAIR and marveled at the valuations given to some other dsl related companies? Well it may be time to revisit them oneday. CMTN, COVD, NPNT, RTHM, etc all on sale, all priced for nothing but failure.

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