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Strategies & Market Trends : Guidance II -- Ignore unavailable to you. Want to Upgrade?

To: DebtBomb who wrote (650)	3/17/2002 9:33:19 PM
From: 2MAR$	Read Replies (1) \| Respond to of 2077

DSL / Broadband seemed poised for much more growth in 2001, but may not be the case : After Billion-Dollar Build-Up, Broadband Plans are Put Off by Dennis K. Berman & Shawn Young (Staff Reporters of The Wall Street Journal) NEW YORK -- Call it a high-speed slowdown. Message 17208502 After hitting quarterly growth rates as high as 50% last year, digital subscriber lines -- which speed Internet traffic through traditional copper phone wires -- seemed poised for a breakout year in 2001. Now the service has hit a speed bump: Growth in DSL customers slowed to 14% in the second quarter, from 20% in the first three months of the year, says consulting firm TeleChoice Inc. Cable companies, meanwhile, signed up 12% fewer high-speed Internet subscribers in the second quarter compared with the first, according to Yankee Group, another telecom consulting firm.

To: DebtBomb who wrote (650)	3/17/2002 9:39:19 PM
From: 2MAR$	Read Replies (1) \| Respond to of 2077

Little trip down memory~lane , John Chambers from early september: "half of top 100 companies on Nasdaq will not be around five years from now." Cisco's Chambers predicts "rapid consolidation" By Reuters staff Wednesday, September 05, 2001 The chief executive of tech bellwether Cisco Systems Inc said on Wednesday the merger deal between Hewlett-Packard and Compaq Computer will likely be just one step in a rapid consolidation of the sector. Speaking at a Tokyo seminar a day after the announcement of the computer industry's biggest ever merger, Chambers said a recession in the IT industry and cuts in corporate capital spending would cause a drastic shake-out in the sector. "I think what you saw with Hewlett-Packard and Compaq is just one step.... There's going to be a very rapid consolidation in the industry across all segments," he said. Last month, Cisco stunned the industry by reporting a 99 percent dive in fourth quarter net profit. Chambers said companies that can't adjust to the new economic conditions and the high-paced Internet age would just disappear. "You will see both consolidation and you will see a large number of companies just plain go out of business," he said. "Within the Nasdaq as an example, I do believe that out of the top 100 companies on Nasdaq half of them will not be around five years from now."