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Strategies & Market Trends : ZenWarrior's Trading Paradise -- Ignore unavailable to you. Want to Upgrade?

To: vagabond52 who wrote (722)	4/15/2001 10:57:13 PM
From: ZenWarrior	Read Replies (1) \| Respond to of 2462

FO's worry me as the end user broadband connections really aren't up to par, and stock prices are still a little pricey, but I'll be a big buyer if they start getting serious about fiber directly to the home. I imagine I'll miss out on some upside, but I must abide by my fundamentals. I would like to see more analysis on the sector though... i.e. how much bandwidth is needed vs. how much we use. but w/ last mile solutions to consumers topping out around 2 MBPS (usually less), I'm just not impressed... the network isn't going to use more than what the end user can handle. Obviously there are many B2B growth peospects and continuin buildout of consumer broadband... but I really would like to see more specific #'s. Sure wish I had them. RFMD is also a little pricey for my blood. I know Gilder loves NUFO, but I'm staying away. Gilder often picks companies, but fails to differentiate w/ valuation. It certainly has gotten cheaper though. - Zen