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Politics : Formerly About Applied Materials

AMAT 301.88

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Jan 14 3:59 PM EST

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To: Cary Salsberg who wrote (50321)	8/9/2001 3:17:03 PM
From: Ian@SI	Read Replies (1) of 70976

There seems to be at least 2 Service Provider views re rolling out broadband. Jean Monty (BCE Chairman) regards ADSL as the enabler of a spate of revenue generating services. As such, he's aggressively rolling it out and going after market share throughout Bell Canada's territory. On the other hand, many of the RBOCs seem to regard DSL as the ultimate service and seem to be attempting to become profitable on that service in the early phase of its rollout. I suspect that Monty's approach will not only generate more revenue but also more profit as long as one's horizon exceeds 2 or 3 years. IMO, Ian

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