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Technology Stocks : Broadband Communications Technologies

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To: energy_investor who wrote (34)	5/15/1998 11:01:00 PM
From: ftth	of 36

Hi Ray, as far as "who will win the bandwidth wars," well.... Bill Gates, of course! I can't imagine how right now, but I bet he's right up there.....somehow. Seriously though, if I had to rank potential as of today for the US: 1.Cable 2.DSL 3.satellite 4.terrestrial Notice that also correlates to current infrastructure readiness. I'm not really up on the infrastructure readiness in other parts of the world to offer a guess, other that it will likely be different than the US. The US picture is likely to change in 9-12 months. Totally depends on how aggressively the infrastructures are built out. Not ready to make that call yet. It will still just be an opinion even then, but I'd like to see some sort of trend develop to justify a judgement call, rather than a dart throw. Oop, gotta run. more later. dh

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