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To: pat mudge who wrote (18254)6/23/1998 11:33:00 PM
From: Neal Hopper  Read Replies (2) | Respond to of 25960
 
Hey pat I have a super safe ADSL play....

The way I understand the marketing plan from the telecos they want to be ASDL wholesaler. They are are going to get $$$ from every ADSL subscribed....

can you believe in this brave new world the telecos will be data transmission companies...

SO

The teleco will be BIG benefactors from 2 sources....

1) the obvious ADSL lines

2) the extra capacity the fiber guys have been coming up with DWM..
Increasing the capacity of fiber infrasture without spending the real $$$

I listened to Bell Atlantic CC when they annoucced their next generation network..geee wiz listen to this ..they said the expect to plow 3 billion a YEAR in new revenues from a 500mil$ investment...Good Golly..

Check this out..The good guys at lynch did something really smart in 1982..They started a closed end fund that mimc MA BELL.It is called the AT&T fund. Each share has a percentage of it all BEL,SBC, BLS AIT,LU,NCR,ATI and of course the dog AT&T. since this is a market weighted investment the price is a deriviative of the RBOCs more than of the dog AT&T

quote.yahoo.com