8:25 AM In Play Telecom bill: possible beneficiaries : Regarding the passage of the telecom bill in the House (see 8:14 comment), Bear Stearns says that the bill's success potentially accelerates the deployment of DSL, which could also prompt acceleration of cable modem service deployment as a response.
This could ultimately be a positive for semi co's that have exposure to cable modem and DSL broadband access mkts, such as: BRCM, TUNE, TXN, CNXT, ALA, GSPN, CTLM, ADI, ELNT, TXN, CNXT, INTC, and STM. |