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

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To: Frank A. Coluccio who wrote (8268)8/29/2000 3:35:24 PM
From: MikeM54321   of 12823
 
Re: Brain/Brawn - Who does the work for the Wireless SPs?

Frank- Sorry. I'm pretty much in the same position as you. I didn't even know(or remember?) that GG mentioned WFII in his newsletter. Somehow WFII got on my watch list and I can't recall how.

I'd also be interested in anyone's comments regarding this subject too. Seems to me that all the brain/brawn companies I follow are of the wired variety. I track three fairly closely, WATR, IFCI, and DY. None of them have a significant footprint in wireless of any type. IFCI is trying hard, but I don't believe they've made a significant impact yet. And WATR did a recent acquisition in the wireless field. It was very recent and again I think it's just getting started for them. DY seems to have little interest in wireless(except for this AMs mention of DBS for BLS). They have got their hands full with the wired SPs. The rest I don't have details on.

Good point about broadband hitting the wireless world soon. I think I have a report I'll dig up and see if that doesn't shed some more light on the subject. -MikeM(From Florida)
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