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

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To: Frank A. Coluccio who wrote (10943)4/13/2001 8:02:04 AM
From: MikeM54321  Read Replies (2) of 12823
 
"the same argument you used for FTTH could have been used against Qwest, MFNX and others whose futures are, imo, viable."

Frank- Good point about $0 revenue starts BUT the big difference with Qwest, Enron, Williams, etc. is the free real estate. Railroad and gas pipe right of ways made the $0 revenue startups viable from day one. Without that my guess is they may have gone the way of Viatel (VYTL):

biz.yahoo.com
Viatel to miss payments, auditors question survival

Or they may be heading for Global TeleSystems (GTS) or Carrier 1 (CONE) valuation levels. And I'm not holding my breath waiting for MFNX to bounce back.

Anyway the above is just some off the top of my head comments about the incredible difficulty start-up SPs face as they go against the entrenched players. Something I had failed to understand going into this telecom massacre. -MikeM(From Florida)
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