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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (38881)	5/6/1999 8:27:00 AM
From: wlheatmoon	Read Replies (2) \| Respond to of 86076

John and Mythsters, Read through the info on DSL and thought a little about the potential players in the nuts and bolts of telcomm/internet.....seems to me that the whole world keeps getting smaller and the reason for this is instantaneous communication. I think this trend will continue and my thoughts on the players that will prove financially rewarding for the next several years are--- AWRE BRCM TWX (roadrunner, cable) QWST T (big mofo, large and in charge) UNPH ALA WCOM (getting to be a big mofo) Obviously, many of these are overpriced, but I would like to build a portfolio around these players if and when there's a bit of a correction.....all your thoughts would be appreciated. Thanks. mike thanks. mike

To: John Pitera who wrote (38881)	5/6/1999 9:05:00 AM
From: wlheatmoon	Respond to of 86076

reading through some old news and found some interesting stuff.... from TSC 3/18/99 When used in modems or at a phone company's central office, Aware's technology enables copper-wire networks to deliver data at rates that are more than 25 times faster than 56-kilobit modems. The key is that you can still use your boring old phone lines without disrupting phone service on the wire. Aware's technology, which is simpler and faster than earlier incarnations of digital subscriber line technology, adheres to a standard called G.Lite, approved initially by the International Telecommunications Union in October. The ITU is expected to ratify the standard in June. Home Is Where the Cable Modem Is Baby Bells follow cable modems into the home Subscribers 1998 actual 1999 est. 2002 est. Cable modems 400,000 1 million 4.3 million Consumer DSL (includes g.lite) 25,000 250,000 2.7 million Total subscribers 425,000 1.25 million 7 million Aware turned a profit of $575,000, or 3 cents a share, on revenue of $4 million in the fourth quarter, reversing a year-earlier loss of $1.8 million on revenue of $1.8 million. Analyst Charles Pluckhahn with Stephens, an investment bank based in Little Rock, Ark., predicts gross margins will jump to 84% this year from 55% last quarter, and operating margins will increase to 22% from 6%. Stephens has no underwriting relationship with Aware. Aware might just achieve the success that has so far eluded PairGain (PAIR:Nasdaq), an older DSL supplier whose stock is down 75% since early 1997. PairGain sells to Baby Bells but has grappled with severe price competition from rivals like Adtran (ADTN:Nasdaq). PairGain sales were flat last year, and profits fell 9%, excluding one-time items. The company is also developing G.Lite products, but is lagging behind Aware and will not ship until next month. Bell Atlantic (BEL:NYSE) is testing G.Lite in Manhattan now and hopes to have ADSL available for 10 million customers by year-end. It hasn't selected a vendor yet. SBC (SBC:NYSE) and America Online (AOL:NYSE) have paired up to provide ADSL, includingG.Lite. At least with Aware's technology, the Bells might have a chance against cable companies.