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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Bernard Levy who wrote (5229)9/15/1999 12:38:00 PM
From: Geof Hollingsworth  Read Replies (1) of 12823
 
<The players will be BRCM and INTC.>

They will certainly be players (aren't they always?), but my votes go to the new guys (C-Port, Abrizio, Siara, SiTera, Growth Networks, Agere, T-Sqware, Solidum, the Ultrasparc design team's new company,....). They have great technology talent, lots of money, and no installed base to constrain their design choices or business model strategies.
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