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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (12564)	1/7/2000 12:53:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 63513

The chart for ISPD looks as bad as it can get, just want to see what the FA says. Cutting losses on ANCR might be required. SH!T!!!! Shouldn't try to catch falling knives. Too much damage done now. If it bounced off of 42, we could expect a recovery, not so sure now. Look for some sort of bounce to the low 40s though.

To: The Phoenix who wrote (12564)	1/7/2000 12:55:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

ISPD - not ANOTHER DSL company. I don't know. No real customers yet. DSL is moving quickly to ATM SVC's. I'm not all that excited about them but clearly this is a hot market for infrastructure companies. Couple of quick thoughts. ALA, CMTN, RBAK, CSCO, LU already have their DSLAM and DSL strategies pretty well set. Not a huge chance of a buy-out. There are about 100 DSL start-ups out there... ok.. more than that :) The management team doesn't knock my socks off. That's a quick first blush. I don't see any significant technology advantages - as much as they are pushing the "single device solution" they are not the only ones out there with such a solution (I don't think..or am I missing something.) I don't know... what do you think???? Seems like there are better plays out there. ANCR tanking like a rock!!! SHIT OG