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

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To: lml who wrote (7610)7/14/2000 12:56:01 AM
From: Raymond Duray   of 12823
 
Hi lml,

Oh oh, what a loaded deck at the PS portion of your post.
Let me be the first to comment, since I'm the least sincere, last to know and first to fly off at the handle.

Who will own BLS in a year? Its current shareholders. It will be run by Duane Ackerman, and run very well. As the best of breed of the RBOCs, it will continue to set the pace on modernization while at the same time maintaining the high standards of schmooze in Beltropolis that only a $2.4MM outside man like Jere Drummond can provide.

What will become of FON (Sprint)? Inevitably, the most valuable asset of the company, the wireless operation will be sold off at what at the time will appear to be nose-bleed prices. Because of xenophobia, DT and FT will be prevented from participating in the back room auction. Expect Vodaphone (yeah, I know I'm not being au courant, just accurate) to be the eventual successful bidder. The runt operation will be further divided, with data comms assets going to UUNet's mama, or maybe T. The LD will be sold to some fool CLEC operator who's willing to stick his neck out on a dying industry in the hope of milking the cash cow for a while longer.

Is Q going to make another move? Naw, they like San Diego just fine.

What role will fixed wireless play in the telco effort to offer broadcast video as a "bundled" service? None. If they had wanted to do this, they would have been buying up licenses a long time ago. Think about this, any millimeter radio is faced with a real problem is suburbia. It's called foliage by the experts. The rest of us call 'em trees.

Best, or maybe not, I reckon it's in the eye of the beholder, Le Faineant Qui Voit
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