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

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To: MikeM54321 who wrote (2151)10/15/1998 2:28:00 PM
From: Hal Barnett   of 12823
 
Mike,

IMO business traffic and in particular data traffic will be the
prize to win. In this case, backbone capacity and business clients
on the front end will be very important.
Re the backbone, QWST, LVLT, WMB, WCOM(UUNET) and PSIX may be
the beneficiaries of increasing backbone traffic.
Re the front end business clients, I recommend CLECs with my favorite
being WCII.
I hold positions in WCII and PSIX for your information.

Regards, ...Hal
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