Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: fedhead who wrote (2353)	10/18/2000 2:23:43 PM
From: Si_Detective	Respond to of 57684

DSL and cable modem will coexist for sometime. Base on user preference I gather from people I know, cable is definely the choice as it's much faster. But the rollout of cable is slow compare to DSL due to its higher buildout cost and technical difficulties. I think many bandwidth infrastructure builders are suffering because of its low return on capital invested. So there will be stall in this area temperarily and probably some consolidation will happen to save cost... That's the reason I hesistate to buy on this dip for a long term position among companies, like GSPN, VRTA, TERN, etc...

To: fedhead who wrote (2353)	10/18/2000 2:29:37 PM
From: Si_Detective	Respond to of 57684

I mentioned a while ago, two of the driving forces for the high tech, PC and wirelss, have slow down and I think many stock price in this sector have already reflected that. We just begin to see the reality check on DSL/Cable modem sector, so I'll wait a little to jump in to build a long term positon. I still belive they are the future, any problem they have is a short term problem.

To: fedhead who wrote (2353)	10/18/2000 2:35:17 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Virata's exposure to Covad is 5%, and Copper Mountain 0%.

To: fedhead who wrote (2353)	10/18/2000 10:34:46 PM
From: schrodingers_cat	Respond to of 57684

>THe stall in DSL rollouts is troubling... What's puzzling is that TSTN (Turnstone) and TUTS (Tut systems) are both DSL companies and both have just reported great quarters. Neither warned on Q4. Here's GS's view on TSTN. They are raising their 4Q estimates: messages.yahoo.com If the CMTN problem is industry-wide then it could be an example of how telecom equipment providers get hit when their customers are too financially weak to raise any more funds.