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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Stephen L who wrote (6553)3/7/2000 12:50:00 PM
From: GHowe  Read Replies (2) of 12823
 
I have viewed them from a distance, at this point, but on the surface they could be interesting. I'll let you know. Thanks for your input, it was helpful. You are correct, I believe, about ARCC. As far as the others go, the "jury is still out." I don't think that any of them yet see much competition, which is helping them all out right now, although I was surprised with the tepid response by the market on CYCO. Perhaps when multiple providers vie for the same buildings/tenants, we'll see who the real broadband content/connectivity winners are in this space. Within 12 months? Perhaps more like 18-24 months out, I believe.

Thanks again,
GHowe
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