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

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To: MikeM54321 who wrote (6680)	3/19/2000 10:40:00 AM
From: elmatador	of 12823

Hello Mike and Thread, after all those weeks. In line with your messages. Not addressing a point in particular but to put things into perspective few things to keep in mind as Europe is concerned. 1) ALA lost the mobile train and have put all its bets on access and broadband. One of the reasons that I thought ALAwould make one of the gang of three and eventully bought NN. 2) The market in Europe is very concentraded. The biggest ISP are the incumbents Telcos. T-OnLine the ISP offshoot of Deutsche Telecom (DT)for instance. A force any Euro-CLEC has to face. 3) Those telcos are saddled with a huge installed base of swicthes, (Siemens EWSD for DT, ALA for France Telecom Marconi -owner of former Plessey- for British Telcom, Ericsson for Sweden and so on.) Those big telecoms vendors of Europe are a formidable force when it comes to how networks will evolve. 4) A potential outcome -as European markets are concerned- that will happen is that a few CLEC's from the US will use their experience gained there and ported it across the Atlantic to Europe. They will find interested partners in Europe to gang up against the incumbents.

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