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Technology Stocks : Tollgrade Communications.....Nasdaq- TLGD -- Ignore unavailable to you. Want to Upgrade?

To: hugh thorne who wrote (75)	10/18/2000 1:48:57 PM
From: Charlie Smith	Respond to of 79

hugh: In the near to intermediate term, the entire ballgame in selling DSL gear is coming down to the answer to one simple question: Who is your customer? Do you sell to ILECs or CLECs? ILECs have cash flow; CLECs don't, and therefore need outside financing from either their vendors and/or Wall Street. Folks such as TLGD and WSTL, who sell primarily to the RBOCs, will do better than others such as TSTN and CMTN, who don't.