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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Jon K. who wrote (5789)	1/23/1999 9:29:00 PM
From: Triffin	Respond to of 56535

Jon....."X"DSL... AWRE..PAIR..WSTL..ALA..MOT on the equipment side The big rebocs SBC..BEL..BLS..AIT will get the recurring revenues from the monthly usage.. Flashcom , soon to IPO, is supposed to be a DSL..ISP and might be worth watching.. I'm sure there are other players on the equipment side that others could help with ?? Jim in CT..

To: Jon K. who wrote (5789)	1/23/1999 9:42:00 PM
From: dfund	Respond to of 56535

Jon:List I'll get a list on Monday. A couple of months ago in a meeting at a internet service provider association meeting a few ISP's which had applied for CLEC status and wanted to own their own switch had mentioned a problem getting equipment in timely manner due to the large RBOCS ordering in such mass quantity that the manufacturers couldn't deliver to everyone. I'm only repeating what was said at the meeting but I'll be happy to get more info on Monday. dfund

To: Jon K. who wrote (5789)	1/24/1999 10:36:00 AM
From: DM	Respond to of 56535

Jon, Some other manufacturers Lucent, Nortel, Siemens. Siemens is the largest. DM

To: Jon K. who wrote (5789)	1/25/1999 4:36:00 PM
From: dfund	Read Replies (1) \| Respond to of 56535

Jon, I went back and check w/others at the same meeting I mentioned before. The information came from KMC (telephone co in Florida) who had ordered a (#) of switches from Lucent but it was back ordered w/no delivery date given. But we're sure it was KMC who spoke about this. I'm uncomfortable w/sharing all this on the public board since I have been unable to confirm through another source. Please don't base your investment decisions on this. They put nothing in writing. If any other info comes to me at a later date - I'll let you know. dfund