Market Gems-Trading Strong Earnings Growth and Momentum Message Board

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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum

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To: Jenna who wrote (5948)	3/6/2001 11:33:57 PM
From: puborectalis	of 6445

Choices in Broadband The Internet-service providers have two main competitors; cable modem and DSL. Many feel that DSL will win out over the long-term, despite cable's early lead. At the end of 2000, about 3.9 million cable modems were used, which is expected to hit 7.3 million this year, 10.9 by 2002 and 14.4 million in 2003. DSL has only about 2.4 million, but many feel that they will be able to gain a great deal of ground in 2001 with 5.7 million this year and all the way up to 14.5 by the time we hit 2003. Recent AOL deal may drive cable, but only time will tell. SFA and ANTC are two stocks that would benefit from a in cable. Arnold Berman at Wit SoundView feels that DSL will be the ultimate winner over the long-term and companies like ADTN and PSIX would score. A third factor in the equation would be satellite providers making a bid for the space in the coming years. A move like that would benefit GMH, FNSR and CIEN the most.

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