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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Seldom_Blue who wrote (34287)	11/3/2000 8:41:51 AM
From: Bruce Brown	Respond to of 54805

Thanks, Seldom_Blue. I guess we will know as the months move forward whether or not the trough correlation holds up once again. I read an interesting article today in regards to the IP/Broadband build out: cnnfn.cnn.com A few clips... Broadband access surges NEW YORK (CNNfn) - The Federal Communications Commission issued a report Wednesday saying that high-speed lines connecting homes and small businesses to the Internet increased by 57 percent during the first half of 2000. • High-speed access rose to 4.3 million lines, or wireless channels, in service as of June 30, from 2.8 million at the end of 1999. The report shows that America's Web surfers have a "need for speed," and are willing to pay a premium over what standard dial-up Internet access costs to get it. • High-speed asymmetric DSL (ADSL) lines in service increased by 157 percent, to almost one million lines, compared to about 370,000 lines at the end of 1999. • High-speed lines in service over coaxial cable systems remained more numerous, increasing 59 percent to about 2.2 million lines, compared to 1.4 million at the end of 1999. • High-speed lines (or wireless channels) delivered over fiber, satellite, fixed wireless, and wireline technologies other than ADSL increased by at least 18 percent during the first half of this year.