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To: fedhead who wrote (81553)	10/21/1999 9:45:00 PM
From: Libbyt	Read Replies (1) \| Respond to of 164684

<OT> DSL... Thanks for your clarification of DSL...I know at least for me it is a confusing area. I agree that DSL is going to be huge, and I know there is too much demand for this service, and orders can't be filled without a significant delay. "are called DSLAMS. Suppliers here include CMTN, CSCO, ALcatel , probably Nortel and Lucent. These aggregators terminate a bunch of modems. Not clear who the winner in this space" Since LU has a working agreement with CMTN, and CMTN has shown such a tremendous amount of growth...wouldn't you think that CMTN might evidentially be bought out by CSCO or LU? "but I believe this market is going to grow exponentially for the next few years. " I agree. I am trying to get DSL right now, but there is some type of problem with the phone line..."bridge tap?"...the line being too far away from "something?" (See how well I understand all of this technical talk?!?) Thanks for your thoughts. I'll check out the stocks you've listed. Libbyt