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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: chirodoc who wrote (611)	3/14/1999 12:10:00 AM
From: B. A. Marlow	Respond to of 4337

Lots of opinions out there, chirodoc. We'll see what Steve says; his rollout call's way too ambitious for the telcos and way too high in absolute numbers. Barring a miracle, it just ain't gonna happen like that. You've got strong picks so far. Steve would probably steer you to some major bandwidth players: GLBX, LEVL, QWST, GLW, UNPH and perhaps, CSCO. I'd definitely add BCST, CMGI and RNWK. Interested in other nominees from the thread. Comments anyone? Happy hunting! BAM P. S. Disclosure: Long ATHM, BSCT, CMGI, CSCO, QWST, RNWK and T. Truth be told: Never met a broadband stock I didn't like!