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To: MtnMan who wrote (17606)5/19/1998 11:03:00 PM
From: Douglas W. DeVries  Read Replies (1) | Respond to of 25960
 
MtnMan:

Telecosm = Bandwith Abundance (The new paradigm per George Gilder)
Examples of applicable Tech Plays:

Texas Instruments (Digital Signal Processing)
Lucent (Telecom Equipment Provider)
Qwest Communications (Nationwide Fiber Network)
Qualcomm (CDMA)
Atmel (Single Chip Systems)



To: MtnMan who wrote (17606)5/20/1998 2:26:00 AM
From: pat mudge  Respond to of 25960
 
where is the play with bandwidth?

TXN --- DSPs
NN --- ATM switches
ASND --- " "
CSCO --- " "

CIEN --- fibre optics
JDS Fitel (on Toronto) --- fibre optics (they supply some of CIEN's stuff, plus do more --- Soundview doing report now, will soon cover)

ALA --- ADSL
ORCTF --- "

Dozens more in networking, telecommunications, wireless, and so on. QWST is on everyone's list.

Some of the small players you have to watch carefully as not all will succeed.

Later --

Pat


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