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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (19047)	3/23/1999 12:48:00 AM
From: Glenn	Respond to of 90042

Watch the Telco rollouts. That determines where the advantages are for takeovers. Adsl was a surprising call on your part and I fully endorse it. Glenn

To: Tim Luke who wrote (19047)	3/23/1999 12:54:00 AM
From: mchip	Read Replies (3) \| Respond to of 90042

xDSL is growing no doubt, very hot, lot's of coverage in the trade mags recently. The thing is cable modems are hot also! I laugh when I read the xDSL vs Cable articles. "Cable shares bandwidth"... yeah... what do you think happens when DSL hits the central office, bandwidth sharing? :-) But that's technology... it's hard to find an undervalued cable co, not so for DSL. <grin> It all comes down to bandwidth.