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Technology Stocks : DSC Communications -- Ignore unavailable to you. Want to Upgrade?


To: Jody Ritchie who wrote (4202)6/3/1998 12:40:00 PM
From: Vladimir Zelener  Read Replies (2) | Respond to of 4429
 
Jody,

I think DIGI is moving up on takeover rumor rather then on BEL announcement. Even though BEL's announcement is positive for DIGI and WSTL the real sales will come about only when the published by BEL prices will considerably come down.

In regard to millions of lines that BEL is talking about, it is potential customers. For comparison the cable companies claim that they have 2 way Internet cable services available to 15 million houses. Out of this pool of potential customers only 100,000 subscribed (less then 1%) and the prices of @Home services are much more liberal then BEL. announced.