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Technology Stocks : PARADYNE (PDYN) -- Ignore unavailable to you. Want to Upgrade?


To: Vijay Raghavan who wrote (190)10/25/1999 5:28:00 PM
From: RADAR )))  Respond to of 242
 
Vijay:

Everything that I have read shows that the broadband segment is growing very rapidly on a current sales over prior year basis. The continual improvement of the broadband market will far offset the declining narrowband sales. At this time the narrowband is casting a shadow over the potential of the broadband, but that should not last long as the narrowband is phased out.

I don't see any negative to the growth of their broadband with the current growth in DSL unless wireless DSL comes on much faster than anticipated. However, the wireless infrastructure is not in place for the size of the market out there. Using PDYN broadband products allows existing single line copperwire infrastructure to be converted to "three wire" and immediately used for DSL plus phone plus 3rd line for other use in consumers office/home. Seems to me this is a huge market and a necessary interim step while wireless or fiber optic infrastructure continues to be built. Too much demand for broadband today and consumers aren't going to want to wait for the wireless or fiber optic infrastructure to be built. PDYN's solution for the teleco's is a very cost efficient interim step for those looking for immediate entry in large markets.

RADAR

RADAR