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Are you deliberately ignoring the current gorillas? i.e. Cisco, Nortel Networks, Lucent even Microsoft perhaps.

While Excite@home is in a different market the others are all relatively small companies competing against the biggies. For example Copper Mountain is probably not the leading DSL supplier, Alcatel is. Redback had NO competition until Q4 1999 - it will be interesting to see if it can maintain it, now that Nortel is shipping Shasta and Cisco is promising to ship things. Real has definitely had some fun with Microsoft in the past.

But not to be negative. A great place to start research into the DSL part of broadband is http://www.dslprime.com/ . Also some other obvious broadband gorilla-wannabees are Juniper and Sycamore, Ciena. In ther service provider space AOL, WCG, Qwest, Level3, and Enron are also interesting plays in this area as is Worldcom.

DD

PS Long NT, CSCO, INTC, SUNW, JDSU and Cable&Wireless in this area
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