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

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To: elmatador who wrote (8263)	10/25/2000 8:31:18 AM
From: MikeM54321	Read Replies (4) of 12823

Re: Brain/Brawn- Nortel's Comments about Bottleneck Thread- I personally have not listened to the NT CC call. Here's an excerpt from pat mudge notes: "In optical area bottleneck has now moved from components to installation areas." Message 14652603 In the excellent notes on the call, it appears there seems to be a shortage of labor that does the install work. Not only in optical but in wireless too. Should bold well for the brain/brawn(B&B) companies that do the installs. Like ABTE, ARGX, DY, IFCI, MTZ, PWR, WATR, WFII, etc... With the market the way it is, no one knows where stock prices will go. Remember, I did not listen to the call and I may be interpreting the notes incorrectly. And keep in mind, different outfits do installs in different parts of the networks. I'm reluctant to quote which players I believe to do installs in CO of optical equipment because I can't quite remember who does what. And as far as wireless, some of the above generate revenues off of it, others don't. Again DD is required. -MikeM(From Florida)

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