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.

Technology Stocks : Harmonic Lightwaves (HLIT) -- Ignore unavailable to you. Want to Upgrade?

To: A.Sharez who wrote (1948)	3/1/1998 7:41:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

A. Sharez, ADSL lite will be here soon,albiet at less speed than we hope for,and at a higher price. The RBOC's will not cut into their own revenue streams for T-1 lines to accomodate individual internet users. I think you could look to PAIR or BAY. Both have good fundamental value,and excellent management. These services will still not be up to anything close to HFC,and will cost much more. On the wireless side,look to LMDS to take a significant percentage in urban areas of the southwest,notably cities like Phoenix, or Las Vegas. There will be many areas where one will dominate over the others, I expect that I would target cities where TCOMA was the main cable company,as they are fat,and wounded like a Vietnamese Pot Belly Pig. Tim