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To: Dale Baker who wrote (20673)10/5/2000 9:29:05 AM
From: LiPolymer  Read Replies (2) | Respond to of 21342
 
Dale, I'm still trying to hone in on what the naysayers' argument is. CM will kill ADSL? ADSL will kill CM? The lack of a mass market for broadband access will kill them both?

Well we have more anecdotal information that all is well with DSL. Maria B. mentioned on Squawk this morning that SBC told analysts their DSL rollout is ahead of schedule.

CHTR looks interesting. Were you long before the big pop this week? First impression: Buyout could be coming. Just a hunch based on gut feel.

Regards, Gary.