maybe not long term, but they can "party" through friday!
what do you think of one of my favorite dsl plays efnt?
the reason i like it is that their major customers are the big phone companies, my theory on dsl is the demand is huge, but the government screwed it up when they opened it up to "competion", local phone companies do not want to pay all the money in upgrading the lines to let some hot shot upstart come in and sell the customer, so they just drag out the rollout till all these "hotshots" like rhythm,npnt etc go broke, and when the coast is clear, you can get all the dsl you want!!
here is a reprint on dsl from yesterdays ny timesOddly, the most likely outcome of the effort to foster competition among the companies providing D.S.L. services appears to be the strengthening of the D.S.L. operations of large local phone companies. Verizon, SBC and others are adding more than 3,000 D.S.L. customers a day as demand for the service shows few signs of slowing.
"As many as 90 percent of D.S.L. customers could soon be served by the incumbent telecommunications companies," said Dave Burstein, editor of D.S.L. Prime, an online newsletter about the D.S.L. industry. "The biggest dilemma these companies and their customers will face, however, will be how to adapt corporate structures to a highly complicated technology with dynamic growth rates."
note- tern warnings tanked efnt a couple of weeks ago, efnt is set to report on jan 17th, there is a lot of worries about them hitting their numbers (who in dsl has?) but they havnt warned yet, if they do hit their numbers, they will pop big time, not much downside risk from here imo |
