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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (8442)9/12/2000 10:22:27 AM
From: justone  Read Replies (1) of 12823
 
Mike:

...Just a quick comment. ADC telecommunications(ADCT) really doesn't fall into the group. I personally consider it a legacy equipment investment positioned very well to take advantage of mostly twisted pair rollouts(both broadband and narrowband) and secondarily, coaxial and fixed wireless. No doubt the hype is on their optical positioning but it's such a small part of their revenues.

Actually, ADCT is an end to end broadband provider as well. I got that list from the last paragraph of an excellent article:

individualinvestor.com

It seems to me that ADCT and LU the most undervalued of the group, with ADCT as the best buy at the moment.

Of course, JDSU is the only 'pure' optics play. All the others sell other stuff, from central offices, to twisted pair patch panels, to glass dishes.
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