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To: elmatador who wrote (9991)12/30/2000 11:05:08 AM
From: zbyslaw owczarczyk  Respond to of 12823
 
Versatel scales back DSL. ADSL death arrives in Europe:

Since 80%+ of DSL deployment comes from big guys like SBC,VZ,
DT etc. any scale back by CLECs does not mean to much.
New Edge bucks the DSL trend:
redherring.com
majority $ comes from GS Capital Partners, Goldman Sachs and MSDW.
Somehow TXN orders and current sales in DSL is booming, what is another indication that someone is installing DSL very fast.

Telus to Spend C$500 Mln to Expand Internet Service
using DSL, which will absorb majority of the investment:
Message 14890136

Message 14963109
Message 14945525

did you check out with your employer Siemens. They have nice problem:keep up with demand for DSL!

Another point,
do you remember why Bell South stated more then month ago why they eps will be slightly lower mext year?
I can remind you : expantion into S.American market and
DSL deployment will triple in 2001

ZO



To: elmatador who wrote (9991)12/30/2000 11:50:45 AM
From: MikeM54321  Respond to of 12823
 
"Alcatel, up 36 per cent..."

elmatador- But Alcatel has not warned yet. How can this happen:

Market Cap Debacle- ORCT, PDYN, EFNT, VRTA, WSTL
siliconinvestor.com

Can ALA (The world leader in DSL) possibly not warn? Is ALA diversified enough so they don't have to warn? -MikeM(From Florida)

PS ZO please don't take offense. I'm just asking what I think is a valid question. I do not know the answer to it, I'm just throwing it out there. That's all.