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To: Clint E. who wrote (18448)	11/18/1998 5:39:00 PM
From: fedhead	Read Replies (1) \| Respond to of 67845

Hi Clint What are your thoughts on CSCO and ASND ? The Internets are clearly overvalued b ut when does one sell. I sold half my AMZN at 125 (next day it runs up 22), YHOO and INKT the day before AMZN annonced that they were going to be a department store. AMZN up 37 since I sold, INKT up 30 and YHOO up 17. I intend to let the other half ride. There is no top as far as these guys are concerned. Have started accumulating stocks in the chip equipmwent sector . Besides AMAT and NVLS what are the other companies that will domionate once the cycle turns ? I think there might be a couple of 4 to 5 baggers in the chip equipment sector. Thanks Anindo

To: Clint E. who wrote (18448)	11/19/1998 7:59:00 AM
From: Iris Shih	Read Replies (2) \| Respond to of 67845

Clint, MCI WorldCom to Offer DSL Service Nationwide, Challenging Baby Bells MCI WorldCom Inc. said it will launch a nationwide, ultrafast Internet-access-service via traditional copper telephone lines. The service, known as Digital Subscriber Line, or DSL, allows customers to surf the Internet at speeds several times faster than they can using conventional computer modems. MCI WorldCom said it will sell the service directly to small businesses and Internet-service providers. The Internet companies, in turn, will sell the product to consumers. MCI WorldCom's plan, unveiled Wednesday at the Comdex computer-industry trade show in Las Vegas, helps validate DSL technology. Despite stepped-up efforts by the Baby Bell telephone companies to deploy such services, digital-subscriber lines still trail cable modems as the broadband-access medium of choice among small companies and consumers. "To date, we haven't been really optimistic on DSL because a big national telecommunications company hasn't stepped to the plate in terms of providing broadband," said James L. Freeze, an analyst with Forrester Research Inc. The MCI WorldCom launch "changes that." Indeed, MCI WorldCom said it expects consumers to be able to purchase the high-speed service plus online access from their Internet-service providers for about $40 to $60 a month -- a rate comparable to current cable-modem packages. U S West Inc., the Denver-based Bell, earlier this year offered a package of DSL and Internet services to residential customers for about $60 a month.... For the whole story, please go to interactive.wsj.com ****what will this impact the cable providers or the baby bells? Iris