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To: Voltaire who wrote (16882)5/12/1999 11:34:00 PM
From: Boplicity  Read Replies (1) | Respond to of 41369
 
Add BRCM to that last part. <gg> BRCM has it all, cable, next gen xDSL, and networking.

Greg



To: Voltaire who wrote (16882)5/13/1999 12:44:00 AM
From: stockman_scott  Read Replies (2) | Respond to of 41369
 
~ OT ~<<People need to really look at AWRE, it is going to be SOMETHING else before the last verse of this speed broadband song is sung.>>

Voltaire: I totally agree with your view from the porch. AWRE has been one of my largest holdings for some time. IMO we are in the early innings of the DSL revolution and AWRE currently has the key enabling technology. I like their business model, their clients, and their growth prospects.

I am also holding large positions in DELL, NETP and CMGI.

Best Regards and Good Luck Investing.

--Scott