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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (9469)12/3/2000 11:45:09 AM
From: elmatador   of 12823
 
Regarding negativism towards the telecom sector.: There is enough technology for the telecoms industry to chew over the next five years.

For the VC's that backed many of the technologies the future does not look that bright. That's because, the more new technology they would bring out, the less value it has. That's because there will be a competition between many technologies with which we could build a network.

Thta's is from the VC and Silicon Valley standpoint. But for the vendors building networks, the future looks positive. Now the operators have to build. Look carefull and you see the issue of vendor financing coming to the fore. A year ago it wasn't an issue.

Remember as well the four years that the ILECS and their lobbysts had to "digest" the Telecoms Act of 1996. Now it is foot to the metal.
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