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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Rande Is who wrote (4070)6/7/1999 8:23:00 AM
From: Kenneth E. De Paul  Read Replies (1) of 12823
 
My dispute is definitely not with the future and the concepts. I think that the technical issues can be solved over time. I base my analysis on three major points: 1. I remember all the airlines messes with the help of the government. The industry needed a few years to stop all the petitioning and fighting and a few bankruptcies before anyone could do well. 2. Essentially, wired phone service is cheap and as soon as the competition starts, it will get cheaper than real costs, thus impacting all business plans. 3. My forecast is for more wireless phone growth...even at the expense of wired (T does well here) but with slimmer margins as more carriers enter the field. All of these combined, and it sure looks like major industry wide revenue hits for the next couple of years to me.
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