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

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To: MikeM54321 who wrote (10525)	2/24/2001 1:52:05 PM
From: Raymond Duray	Read Replies (2) of 12823

Mike, Re: Is it an inherent problem with the technology? Or is it one of economics? Or maybe priorities? Or could it simply be a problem of aesthetics? Or if all of the above, are BBFW investors getting more concerned? You are familiar with the KISS principle? The answer you seek is right before your very eyes: Slow adoption of services coupled with high capital expenditures is hurting the business case BBFW is a lousy business. End of story. Except to add that Metricom has just pulled the plug on continuing rollouts of its undersubscribed system. biz.yahoo.com Every BBFW vendor and investor has been so mesmerized by the whizbang tech story that they've forgotten that profits and therefore stock prices are demand driven. No customers, no joy. Best, Ray :)

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