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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (22191)	11/2/1999 1:55:00 PM
From: Triffin	Respond to of 108040

xDSL ... SAN FRANCISCO--(BUSINESS WIRE)--Nov. 1, 1999--Robertson Stephens Managing Director and Senior Communications/Networking Analyst Paul Johnson today reiterated his Buy rating on the DSL equipment space, including the following stocks: Aware (Nasdaq: AWRE), Copper Mountain (Nasdaq: CMTN), Efficient (Nasdaq: EFNT), Paradyne (Nasdaq: PDYN), PairGain (Nasdaq: PAIR), and Tut Systems (Nasdaq: TUTS). "The market for DSL equipment, as we track it, was up 28 percent sequentially and 169 percent year-over-year in the September quarter. This is the fourth consecutive quarter of triple-digit year-over-year growth for the industry," said Johnson. "Although there are few outliers, most companies maintained their market share in the quarter." And on the service provider side .. CNCX ~ 25 COVD ~ 45 DSLN ~ 15 NPLS ~ 13 1/4 RTHM ~ 28 1/2 Jim in CT ..