Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (62814)	4/9/2002 8:04:21 PM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

OT Telecom Put me down for that $9.99/mo plan too. <g> Right now I am paying $50/mo for DSL. It works well, as did my $40/mo. cable modem until I moved out of ATT Broadband monopoly territory to the land of Pac Bell-SBC DSL monopoly here on the left coast. I understand that take up rate for broadband internet is presently only about 10% in the USA. Between the early paltry early adoption rates and the network upgrade capex which have yet to taper off, broadband has yet to be profitable for cable and telecom providers. Korea has done a much better job of this and something like 70% of homes are receiving broadband from KTC. That makes for a nice profitable company. Monopolies usually do OK in the longrun. Meanwhile ADLAC can be had pretty cheap over here on the theory that Rigas may have to sell shares to repay loans. That might be worth a LT spec scaledown buy IMO, if you have a penchant to play telecom. Might wait for tax-related fallout in Oct. when they puke these things out before making your play, however. Sam