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To: Leroyt who wrote (16242)5/21/1999 11:14:00 AM
From: Charlie Smith  Respond to of 21342
 
Leroyt:

Consulting services a big deal and still in position to take advantage of DSL market when it booms!

How?

Product? They tried it. No margin, and can't compete on scale.

Service? OK. Build an army of installation/service consultants? Hah!

IP? Outmaneuvered at every turn here. The story is old and tired, and the potential embodied in the $50 share price of June 1996 is dead.

Charlie