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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (6045)11/22/1999 9:34:00 AM
From: MikeM54321   of 12823
 
Re: Dycom Q1 2000 CC Notes

Thread,
Not many surprises from this infrastructure builder who mainly does work in the last mile. Below are the stats mentioned that are not in the press release.

I think the only surprise I heard was that BellSouth was continuing to generate strong revenues for their FTTH(fiber to the home) projects. Gee I thought BellSouth's FTTH project was all talk. So maybe I'm wrong. Wonder what goes between the fiber and the home?
MikeM(From Florida)
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-Overall revenue growth is running about 48%
-Internal revenue growth was 22.34% (yr/yr I think)

Revenue Breakout
Cablecos 44.6%
Telecos 44.1%
Utility 6.7%
Electrical 4.6%

Top 5 Customers
BellSouth 19.6%
T/TCI 12%
Sprint 7.1%
Comcast 7%
US West 5.8%
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