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

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To: elmatador who wrote (9380)11/29/2000 7:09:28 PM
From: Mark S.  Read Replies (1) of 12823
 
elmatador

your view on the CLEC's makes sense. So you don't believe DSL is dead, only the CLEC's are in the drink. VZ's news was a surprise but not unexpected. COVD is probably next. The burn rate with their own admission is mid 2002.

I have particular interest in CMTN. My view is regardless of there advances, the ILEC's won't buy from CMTN because of their affiliation with the CLEC's. I know this is a broad statement, but LU quit buying from CMTN even though their product is considered OK. Telecom is tough business. GM Management style is alive and well with the big players.
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