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Technology Stocks : Broadband plays- TUNE, AHWY, INF, VDAT, ITVU, RNWK, CBS

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To: RTev who wrote (11)4/7/1999 2:15:00 PM
From: Jon Stept  Read Replies (2) of 31
 
Rtev, re:" competitive DSL is Rhythms Netconnections..."

Hi RTev,

Thanx for all the information... more to feed into the DD machine.

I heard about Rhthyms Netconnections... they look like another Covad... right?

I have not investigated the fiber angle at all, although my first question do these companies just sell the fiber, or are they communication companies getting monthly fees?

I agree on wireless... the first wave already peaked (right?)...the wireless acquisition phase at nearly an end...WorldCom and Nextel left. Next wave is a little swell out there... for now. Not sure how to play that... hopefully, technology will make wireless cheaper and applicatons will follow...I don't see wireless as an internet play, am I missing something? Wireless will just get cheaper... right?

Just my opinion.

Thanx again!

Jon :)
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