Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.03

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3:59 PM EST

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To: Jacob Snyder who wrote (62814)	4/9/2002 8:04:21 PM
From: Sam Citron	Read Replies (1) of 70976

OT Telecom Put me down for that $9.99/mo plan too. <g> Right now I am paying $50/mo for DSL. It works well, as did my $40/mo. cable modem until I moved out of ATT Broadband monopoly territory to the land of Pac Bell-SBC DSL monopoly here on the left coast. I understand that take up rate for broadband internet is presently only about 10% in the USA. Between the early paltry early adoption rates and the network upgrade capex which have yet to taper off, broadband has yet to be profitable for cable and telecom providers. Korea has done a much better job of this and something like 70% of homes are receiving broadband from KTC. That makes for a nice profitable company. Monopolies usually do OK in the longrun. Meanwhile ADLAC can be had pretty cheap over here on the theory that Rigas may have to sell shares to repay loans. That might be worth a LT spec scaledown buy IMO, if you have a penchant to play telecom. Might wait for tax-related fallout in Oct. when they puke these things out before making your play, however. Sam

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