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Technology Stocks : PairGain fundamentals -- Ignore unavailable to you. Want to Upgrade?


To: Clam Clam who wrote (25)12/11/1997 7:02:00 AM
From: Bob Howarth  Read Replies (1) | Respond to of 36
 
UMG selects Tellabs Cablespan 2300 telephone distribution system
to offer phone service on Media 1.

Folks: this means the war has officially begun. RBOCs will have
to offer xdsl services to the same customers or they will lose their
local phone business. I think the market for DSL for next 2-3
years is indeed vast.

Note that phone on cable is already available in UK from a UMG
consortium. The stuff works and is a real threat to RBOCs.

20 / .85 = 23.5 1998 consensus. This is cheap.