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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (3455)4/27/1999 2:06:00 AM
From: Bernard Levy  Read Replies (2) of 12823
 
Hi Mike:

A few minor comments on your DSL list:

a) I would add ORCTF (Orckit), and (indirectly)
AFCI, since DLC deployment goes together with
DSL deployment.

b) Of course, among the non pure plays you would
have to add some of the usual suspects such as CSCO
or NT.

c) Why isn't Adtran a DSL pure play?

d) Companies which make DSL silicon might be worth
considering. Unfortunately, TXN and LU are too big,
BRCM is too expensive, and LEVL is already accounted
for. That would leave CNXT, but I don't follow it.

Best regards,

Bernard Levy
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