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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (1367)	6/22/2000 8:39:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 2850

Tim, a very good post, Allen Ben has done some nice homework I'd like to see his response to these questions from Erwin Sanders Message 13926078 I have a suspicion and could be very wrong, that DSL is not the longterm broadband solution. It's a short term technology "hopscotch point" but I suspect that DSL will not be the category killer in 4 or 5 years. there will be a better broadband solution. I am basing this on the relative underperformance of the DSL stocks this past year. Maybe they will surprise me and I believe that some DSL companies will prosper over the next couple of years. what could upset the DSL applecart??.....terrabeam? or something being developed somewhere? We'll see. I had one of my big technogeek advisor telling me that CLRS is a fluff company that was not a B2B company until it became fashionable, and he told me not to recommend CLRS to anyone or I'd be sorry and they would lose money. Now that's a bit strong for myself, but when you look at the massive infrastructures that CMRC and Arba are setting up, it's comical that companies like ASKJ are on Cramer's B2B rotisserie List. CLRS in not an ASKJ, but it's got more executing to do than the state of Texas to prosper. On CLRS how can you be against a company that IPO's at the peak that March 7th secondary of 220 million was nice timing and I'm sure that those shareholders who bought back then are happy as clams to be owners of CLRS and will hold longterm -g- JOhn