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To: Scrapps who wrote (2564)1/27/1998 9:51:00 PM
From: SteveG  Read Replies (1) | Respond to of 9236
 
<A> Is 1998 Finally The Year For XDSL Deployment?

www4.zdnet.com



To: Scrapps who wrote (2564)1/27/1998 9:54:00 PM
From: IAP  Read Replies (1) | Respond to of 9236
 
So many telco vendors and so many ADSL chips!

Hard to stab the winner so why not buy the companies that will
provide the supporting filters and magnetics that will
allow ADSL to function. They will ALL need the magnetics!

The leader is BELF with TNL trying to make up for a slow start.

BELF today just announced record sales and earnings without ADSL!

On top of owning AWRE, some BELF should provide insurance if
another ADSL standard takes hold. A win win situation?


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