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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: jack bittner who wrote (6259)1/14/2000 12:07:00 PM
From: Kenneth E. Phillipps   of 12823
 
Jack - Excellent Post. You summarized the issues and arguments correctly on pros and cons of NT, CSCO and LU. I own NT and do not own LU and CSCO. However, I do not think the carriers will allow a single vendor to gain more than a 50% market share of high speed fiber. Nor will they allow CSCO to maintain its present market share in the router market. They realize the benefits of a competitive landscape. Just my opinion.
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