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To: Scrapps who wrote (7799)2/25/2000 2:52:00 AM
From: P314159d  Respond to of 9236
 
Absolutely, on the competition until WSTL produces a G.Lite solution them selves.

Thanks for the 2$ figure. i figured 10% per chip set, but thought it could be lower.

Thought the price compression is working along those lines of 2 bucks.



To: Scrapps who wrote (7799)2/25/2000 8:28:00 AM
From: Jess Beltz  Read Replies (1) | Respond to of 9236
 
So anybody, what is the take coming out of the conference? In particular:

(1) Do we have any idea if Wall Street's information set on the DSL market has changed for the better with respect to valuations of DSL companies?

(2) Are there glitches in the roll-out of the technology that have been uncovered?

For a layman, please. Jess.


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