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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: D. K. G. who wrote (11377)6/11/2001 1:03:20 PM
From: axial   of 12823
 
Denis, great post - So much of Isenberg's stuff has the "ring of truth". Big fat cheap pipes, easy to lay: the cheaper they get, the more the barriers (many of them artificial) fall.

And the customer-owned LANs - the piranhas - bite off another chunk of the incumbent's profits, by doing better what the incumbent refused to do at all, or at hideous expense.

This will be reposted in many places, as it should.

Thanks.

Jim
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