Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: DlphcOracl who wrote (11057)	8/19/1999 11:09:00 PM
From: Trumptown	Read Replies (1) \| Respond to of 57584

Here's a good top level read on cable vs wireless vs DSL...it's an old article, but a good introduction to the subject fwiw...given the choice, I'd take DSL...I hate traffic jams web.zdnet.com click on 'next' in the bottom right corner SR

To: DlphcOracl who wrote (11057)	8/19/1999 11:14:00 PM
From: Rande Is	Respond to of 57584

xDSL is certainly not a dead horse. I just believe cable will be the dominant carrier. But there is certainly a market for xDSL and there is plenty of money to be made by all methods of broadband communications. COVD is like many others poised on the brink near their lows. . . New lows and decliners still beating new highs and advancers, respectively. . . so much of what has happened to COVD is market related. The stock is selling exactly where it was when this upgrade was written back in June: cbs.marketwatch.com I would think that a DSL mania is hiding around the corner. . . COVD, RTHM, MGCX, NPNT, NXTL, etc. etc. While volume is so low. . we are seeing the beaten downs pop on speculation. . . so it is certainly worth grabbing those way off their highs in an important sector, such as xDSL. . .to hold for the pop. That is the near-term view. . .longer term. . stay with the leader. . .COVD appears to be the DSL leader, with 15+ million installations. Rande Is