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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?


To: FoxGlove who wrote (19287)11/27/1998 11:08:00 PM
From: the navigator  Read Replies (1) | Respond to of 120523
 
Hi FoxGlove,

Another anecdotal point of view on DSL...our son lives in Seattle. He recently got hooked up w/DSL. The line sounds perfectly clear when we talk, even though he's simultaneously on the internet. And he's very pleased, says he could never go back to a "regular" phone line. He raves at the speed of response. Currently, there is a very long waiting list to have the svc installed. Just another .02. Jo



To: FoxGlove who wrote (19287)11/28/1998 4:38:00 PM
From: David Rubin  Read Replies (3) | Respond to of 120523
 
3COM is in an excellent position to become a leader in DSL because they already have a lion's share of the market in modems and network cards -- two technologies that are employed together in DSL. But there is and will be a lot of competition. Still, DSL is not expected to be widely deployed until at least 2001, so I don't think it will impact their revenues much in the short term.

On a technical basis, COMS looks like a good buy. It has lagged the market ever since the US Robotics merger and is finally waking up. Looks like it really wants to find support at 40. If the Nasdaq keeps moving to higher ground, COMS looks poised to make some serious progress here.