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

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To: Hiram Walker who wrote (1945)	8/24/1998 9:49:00 AM
From: Frank A. Coluccio	Read Replies (1) of 12823

Denver and Hiram, et al, T's newly combined properties, taking TCG and TCOMA into account, represents a complete covering of existing and newly emerging DWDM opportunities that must, almost by definition, be satisfied by a number of different players whose central areas of specialization differ quite radically. They now have requirements (assuming the TCOMA thing is finalized, TCG's has already been solidified) for short haul MAN and traditional WAN-oriented DWDM; long haul DWDM on the Interstates and International, including optical cross connects and optical routers; Cable TV of the type needed for AM/FDM + digital video, Telephony/SONET, etc. There is also an overriding mandate on the part of such a large entity as T to diversify its sourcing, for a number of reasons which should be obvious, which contributes further to the need for additional suppliers. Furthermore, I don't think that T would lock itself into a situation where it was fully dependent on the proprietary capabilities of a single vendor. FWIW, Frank C.

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