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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Kenneth E. Phillipps who wrote (1856)8/7/1998 4:56:00 PM
From: MikeM54321  Read Replies (3) of 12823
 
"When I read the analysts comments on telecom equipment stocks like
Cisco, Tellabs, Ascend and Nortel, they do not comment on HFC at all. They praise those stocks but ignore the fact that Cisco, Tellabs, Lucent and Ascend have almost no presence in HFC. "

Ken,
Excellent point. You know I get all my information off this thread and what I read in the technical magazines. So we're probably getting ahead of the investment world (I hope). Now that you bring it up, you are correct. HFC is seldom mentioned by the financial press.

But don't forget, any networking ATM switching equipment could have been used instead of Fore's. I don't believe Fore's ATM switching equipment was purpose-built for HFC. Also Tellabs does have voice over cable expertise. And remember Ascend bought Stratus (SS7 telecom support) lately. How this integrates into an HFC solution, I'm not sure? But I think it does. Maybe DenverTechie or Frank knows?

By the way, Lucent's CEO was on Squak Box this morning. He was directly asked if ASND purchasing Stratus made ASND more attractive to Lucent. He didn't answer directly but complimented ASND on their "masterful" aquisition. Quite a compliment coming from a potential competitor.
MikeM(From Florida)

PS Those were good links you posted about the FCC ruling. Hope this leads to more infrastructure spending. It is supposed to, but who knows when it comes to the details. Hard to get the baby bells moving (except to merge!).
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