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Strategies & Market Trends : Roger's 1997 Short Picks

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To: ted free who wrote (7681)12/2/1997 6:33:00 AM
From: Pancho Villa  Read Replies (1) of 9285
 
ted free:>>One of my providers said that 90% of all providers are using the flex style 56k modems. <<

Well, my understanding is that USR has over 56% market share. Don't know the statistics on provider penetration but would think they would be related to modem market share. I get 52000 connection with Bell atlantic and 49333 with Fidelity MCI both using X2 technology. Thanks for the information. I still hold COMS (second largest long position) may take some profits on the shares I bought at ridiculusly low prices after riding this craze a bit longer.

BFIT may provide an even better opportunity in January but no one can tell for sure. 19-20 range should be the upper trading range for this puppy but the market in his infinite wisdom may prove me wrong.

Pancho
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