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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: hokieharry who wrote (47822)10/12/2001 12:27:54 PM
From: paul_philp  Read Replies (1) of 54805
 
Harry,

I wish it were so easy. A friend is the CFO of a telco in Canada. They have come the conclussion that with the current technology they will NEVER make a profit on DSL services.

We need a cost-reducing technological breakthrough. I think that the 3G warning from Cringley should be fully understood. Remember just two years ago that broadband was assumed to be a lock.

Paul
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