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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (9372)11/29/2000 1:15:36 PM
From: Bernard Levy  Read Replies (1) of 12823
 
Hi Mike:

There is broad consensus that there will be somewhere
between 3 and 5 survivors in the CLEC space. Safe bets
are MCLD, TWTC and XOXO. Next up are ALGX and WCII.

TGNT would not be on my list. Maxlink in Canada is failing.
ARTT and TGNT are very risky propositions at this stage.
The main problem for TGNT has been lack of execution.
Their advertisements were always poorly targeted (general
public) when their actual targets were small businesses
in specific buildings. Incidentally, the current XOXO
ad campaign does not make much sense to me for the
same reasons.

Best regards,

Bernard Levy
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