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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Raymond Duray who wrote (11482)6/19/2001 1:41:51 PM
From: Bernard Levy  Read Replies (1) of 12823
 
Hi Raymond:

Wrt LMDS CLECs: they *never* targeted consumer markets,
so it is ridiculous to assert they did not assess
customer demand properly. They targeted business
markets where demands was strong-- as an aside, it
needs to be repeated over and over that more than
50% of all telco dollars are spent by businesses.

What CLECs misunderstood was the nature of credit markets,
and the lack of willingness by the FCC to really go after
the RBOCs.

Best regards,

Bernard Levy
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