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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: Bill Wexler who wrote (5629)12/21/1999 7:14:00 PM
From: TRIIBoy  Read Replies (1) | Respond to of 10293
 
I'm surprised by the announcement for next quarter. But I have to believe that the Palm IPO will be a buffer on the downside.

My question to you Bill is what valuation do you assign the ADSL/Cable modem portion of the business. It seems much like the big 28.8K modem upgrade cycle, we are in a new cycle for these modems.