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Subject:  Thinking About DSL Date:  6/16/2000  11:08 AM
Author:  SlyAce Number:  2965 of 8788

Well, COVD is getting slaughtered today on news that DSL installations will be lower than projected. Duh! I do not hold COVD, NPNT, or RTHM as part of my next generation basket because (1) my own experience with COVD was terrible, (2) from everything I read, the DSL rollout has been a disaster, and, most importantly, (3) the market share of the above-referenced DSL service provider plays is dwarfed by that of the regional Bells; i.e., in my opinion, there is no good way to play this part of the game because one cannot invest in the potential service provider kings/princes directly.

Now, the point of this post: I hold CMTN and have been surprised that it has not gotten hit along with NPNT and RTHM since they are CMTN's biggest customers. Well, it looks as though the COVD news today is hitting CMTN. Given my views on COVD et al., is it rational to hold CMTN? As far as I know, CMTN's future is tied to that of NPNT and RTHM (i.e., CMTN does not sell to the Bells). Is there a reason for one who does not believe in the future of non-Bell DSL to hold CMTN?
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