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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Clint E. who wrote (20519)4/15/1999 5:17:00 PM
From: Johnny Canuck  Respond to of 68009
 
Message 8813440




To: Clint E. who wrote (20519)4/18/1999 5:08:00 AM
From: Johnny Canuck  Read Replies (1) | Respond to of 68009
 
Clint,

Did you hear the TLAB's CC. I forgot it was only valid for one day.
I tried today and the number is invalid. What was the forward guidance and were there any red flags in term of weakness in any product sector or geographic region.

To follow up on your comment on XDSL. The ADTN conference call mentioned that businesses would only be interested in SDSL in their opinion. ADSL is really only a consumer based product. In this month's Red Herring there is an article that stated there are currently only 39,000 ADSL clients. The article does not mention that fact that business will prefer SDSL and as a result will probably wait as ADSL is not sufficient. The only good effect of ADSL right now is it seems to be putting pressure on the monthly rates of T1 lines. That is a positive for ADTN and AFCI.

As far as the SDSL standard goes, ADTN stated that it was still in the draft stage. ADTN is developing according to the propose specification.

Harry