ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 274.44

-0.2%

Dec 19 9:30 AM EST

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To: Scrapps who wrote (2369)	11/6/2000 10:41:36 AM
From: Robert Scott	Read Replies (1) of 2882

This whole DSL market is a mystery to me. I do not understand why the companies supplying the market are tanking right and left if the market is so robust. It seems clear to me that the market is not robust. Perhaps it is an issue of buildout - the CO is positioned by now so it is just a matter of sell through. I don't know - Verata and Globespan stock are either hammered or under pressure/expensive. I'm afraid the ILECs will proceed along at a slow pace without any competition.

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