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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Jdaasoc who wrote (15791)	5/14/2001 2:19:26 PM
From: SBHX	Read Replies (1) \| Respond to of 30051

Is Cablemodem a viable alternative to DSL? From a company stability view, I'd expect that a cable company with a steady stream of revenue from TV services should have deeper pockets and less likely to go out of business. Perhaps american coax-cable network is not as widespread as in Canada. From where we are, cablemodem seems to be able to compete with DSL.

To: Jdaasoc who wrote (15791)	5/14/2001 2:31:39 PM
From: dwayanu	Respond to of 30051

John: Not much of a asset value, $135 M, since you have your choice of COVD or RHTM footprints within the next 6 months as they run out of cash. Well, 50 cents on the dollar paid to a company going down the tubes is not bad, IMO. But the intended point of the point, pardon the expression, is that this puts a floor under the market caps of Covad and Rhythms, for those who <g> like to play with penny stocks. Beats ' $ per subscriber ' valuations. I havn't followed DSL stocks for the last year, so I may be missing current reality. Re 'stronger hands', picture someone (maybe Verizon or QWest or WorldCom) buying all three footprints, to compete with the Bells from within the Bells' own offices <bg>. - Dway