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Technology Stocks : Adaptec (ADPT) -- Ignore unavailable to you. Want to Upgrade?

To: Short A. Few who wrote (2222)	5/16/1998 3:17:00 PM
From: Jay Lowe	Read Replies (1) \| Respond to of 5944

Along these lines ... I see bouyancy to the network sector in general based on attention from the merger talk ... see BAY thread ... new, much stronger rumors regarding Nortel/BAY. I also see very strong signs of new business models appearing that accelerate deployment of high-speed internet access (cable, DSL). E.g., Bay has deployed a GigaBit switch in a housing project in Sweden ... a real estate trust has invested in rights to install many cable modems in high-density housing projects. (see BAY thread for details). These indicators mark out for me a trend toward creative end-runs around the entrenched MSO's and RBOC's who are moving toward fat pipes with leviathan ponderousity. Cable and DSL will not have to wait for approval by the traditional "gods of bandwidth" ... if they won't play, screw 'em ... we can get a lot done without 'em. If this hits the market consciousness, we'll see a pop in networking, DSL, and cable. Thus I pound my drum ...