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No. of Recommendations: 2
I'm looking to build a portfolio of broadband stocks. Here a few i think should be include.

To be listed a company must be growing 13-17% sequentially. They must be the leader in an emerging market.


Redback: The leader in the SMS market. They have 70-80% market share. With the aquistation of Siara they have the potential to go after a 20 billion dollar market by 2003. 424% YoY revenue growth

Realnetworks: The more people that have a fast connection the more they'll watch streaming media. I'd thinking Realnetworks will benefit nicely into my broadband portfolio. 110% YoY revenue growth

Copper Mountain: The leading supplier of DSL equipment to telecommunication companies and internet service providers. 360% YoY revenue growth

Excite@home: Has a monopoly on the cable internet access market. Expected to have 10 million users by the end of 2002. 827% YoY revenue growth



I know i've left out many other good broadband stocks, so if anyone has any ideas please post it.
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