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

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To: MikeM54321 who wrote (8555)	9/22/2000 9:44:23 AM
From: justone	Read Replies (1) of 12823

Mike: Taking the numbers in your post from Gartner Group's projections, I calculated the yearly sequential growth in those areas, since that is perhaps more important in evaluating the value of stocks. The fastest growing areas are residential broadband access (88% four year growth average), followed by wireless (19% four year growth average). Only these areas can really justify high multiples of stock prices. I doubt if this is a surprise to many. Note the Gartner Group's data does not make a complete picture: I think services will be bundled, so you should add services such as cable TV, interactive TV, internet access, VPN services, etc. But when you add these, I still think residential access, particularly cable access, would be by far the largest growth area. Local Year $B Percent growth 2000 120 2001 125 4% 2002 140 12% 2003 155 11% 2004 170 10% Long Distance 2000 108 2001 110 2% 2002 115 5% 2003 121 5% 2004 126 4% Residential High-Speed Access 2000 2 2001 6 200% 2002 10 67% 2003 15 50% 2004 20 33% Wireless 2000 60 2001 75 25% 2002 91 21% 2003 115 26% 2004 120 4%

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