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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (5074)8/31/1999 9:58:00 AM
From: MikeM54321  Read Replies (1) of 12823
 
Re: Brain/Brawn - Dycom Industries Q4 CC

Thread,
If I didn't hear it wrong, DY stated that they have a $1 billion back order. To put this in perspective this is a $400 million (annual sales) company. So it's significant.

Also of significance, they have equally divided their business roughly 50-50 between cableco and telco upgrade business.

Again, I not only look at companies like DY for investment purposes, but to get an indication of cableco and telco spending plans primarily in the Last Mile. It sure is looking strong as I listen to the brain/brawn CCs.
MikeM(From Florida)
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