SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: P2V who wrote (6877)4/20/2000 2:47:00 PM
From: MikeM54321  Read Replies (3) of 12823
 
Marden- After your first mention of the DSL test equipment company Tollgrade Communications(sym:TLGD) upstream, I did run across a couple of companies that were also pure plays in the twisted pair DSL test market. But I lost my links.

Also, I still don't know how to evaluate the sector. Apparently TLGD is moving into fiber test equipment too. So that may put it in the same valuation camp as Digital Lightwave(sym:DIGL). Both of which have 12 month revenues well under $100 million. Both with head counts numbering in the 200 range. Yet both support market caps on both sides of the billion dollar mark. I just don't know what drives the valuations. It's a bit too expensive for me to understand.

Is there really that much room for test equipment? Does the stuff that TLGD make actually get buried into the plant as a permanent equipment? From what I recall reading, DIGL makes a box similar to a large notebook(a very expensive one!) the tech walks around with it to test fiber optic circuits. I'm wondering, just how many of these boxes can be sold?

Clearly the market Tollgrade is in, depends upon telecom infrastructure upgrades, but it's like a completely separate area of which I know little about. If you have any general comments about the size, potential, barriers to entry, competition, etc., for this sector, I would like to hear them. I'm guessing Hewlett Packard's spin-out, Agilent probably plays in the space too, right? -MikeM(From Florida)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News