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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: JM who wrote (4229)	4/23/1999 9:40:00 AM
From: Ahmad Sinno	Read Replies (1) \| Respond to of 11568

JM, From a technology perspective there is big battle brewing between cable technology, DSL (and ADSL). Some think that cellular will play a role in this battle, but I don't think that the cellular technology is ready for data yet. Anyway, DSL is more expensive to deploy than cable. It is apparent to me that T is going after cable aggressively, while WCOM is going after DSL. Of the three technologies mentioned above, T has a presence in all three, DSL being the weakest. It seems to me that WCOM is betting on DSL. WCOM is in good company with MSFT, CPQ and others pushing ADSL. I think ~5 years from now, cellular will rule. DSL, cable... is just a temporary solution until the cellular technology matures. I am long WCOM. Ahmad