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

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To: MikeM54321 who wrote (8531)	9/18/2000 4:40:11 PM
From: MikeM54321	of 12823

Re: USA Total Service Provider Revenue Estimates "I track equipment spending fairly closely, I need to start attempting to track worldwide SP revenues. That is the very heart of everything we invest in. If that starts to decrease, then it would probably be time to start worrying." Thread- Speak of the devil, in today's WSJ there is a large section(really two sections) on Telecommunications. Although fairly basic, it's a good rollup on a lot of subjects we talk about here on the LMT thread. Anyway, the lead story has part of what I was looking for, SP revenues. It's kind of hard to figure out if the printed numbers(chart) overlap. IMO they must because they are simply too high to be stand alone figures-- Right? Local may include CM and DSL revenues? And maybe even wireless is a sub-group of local? I really don't know because I have not paid as much attention to these kinds of stats as I should be doing. I'll just list the INCREDIBLE figures as they are printed in the story. Remember these are just USA figures and I have not cross checked them against any other sources. If accurate then yeah right...the telecom equipment spending is coming to an end.<vbg>: Local 2000 $120 billion 2001 $125 billion 2002 $140 billion 2003 $155 billion 2004 $170 billion Long Distance 2000 $108 billion 2001 $110 billion 2002 $115 billion 2003 $121 billion 2004 $126 billion Residential High-Speed Access 2000 $2 billion 2001 $6 billion 2002 $10 billion 2003 $15 billion 2004 $20 billion Wireless 2000 $60 billion 2001 $75 billion 2002 $91 billion 2003 $115 billion 2004 $120 billion The figures are from: Gartner Group: Thomson Financial Securities Data. -MikeM(From Florida) WSJ- Wall Street Journal CM- cable modem DSL- twisted pair competitor of CM SP- service providers of all kinds LMT- last mile technologies

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