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To: SJS who wrote (14038)	10/23/2000 3:13:35 PM
From: drsvelte	Read Replies (2) \| Respond to of 14427

Steve, I read that earlier today, but I'm still not convinced that end-user broadband demand is not there. Hell, what are the kids gonna do downloading MP3's - use a 56K modem? I think it has more to do with the ineptitude/incompetence of the service providers (cable or phone) to exploit that demand. Even COVD is signing subscibers up at a pace faster than anticipated. That said, I don't have any positions in this area except for COVD which I bought in the 5's on Friday. PS I've always liked the TIVO model.