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

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To: MikeM54321 who wrote (9378)	11/29/2000 3:26:25 PM
From: elmatador	Read Replies (2) of 12823

Mike, the CLECs went to the sweet spot 400Kbit/s. They wanted to skim the cream of the market. This poses a threat to the Leased Lines business of the ILECS. ILECs just sat there and waited them to plow the field. All the real pioneering job was started by CLECs. ILECs there, just seating on their wires and their lobbysts doing the job. ILECs finally gained what they wanted. Enter in Long Distance and not opening the new infrastructure to CLECs. Then slaughtering time. ILECs start rolling big time. The signal for the market was clear, CLECs will have a hard time. Vendor financing dries up, ILECs even take stakes in CLECs, just to drop them like Verizon did. CLECs will die. ILECs then have the field for all of them. ILECs have to keep rolling ADSL out. It is part of the deal to get into long distance. But it is similar to dumping, you kill the competition. Competion out of the field you do what you want with the customer or the technology in this case. Whatever remains of ADSL after CLECS bite the dust is not relevant.

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