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

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To: DenverTechie who wrote (2173)	10/16/1998 1:41:00 PM
From: MikeM54321	Read Replies (1) of 12823

DenverTechie, You know, as I was listening, I couldn't figure out if they were just doing a normally overly optimistic CC or was it factual and based on solid forecasts. I never listened in before. It's good to hear you feel they aren't normally over optimistic. They did keep getting questioned about the life of TITAN again and again. But for them to announce in Q4 a, "double-size" TITAN, it must mean it's still going strong. I may have forgot to mention the reason they believe TITAN is going so strong. It's because businesses are requesting T1 service, and leased lines for VPNs. RBOCs need to supply them and hence, strong TITAN sales. Does this make sense to you? I don't quite understand how RBOCs think. I'm confused because it seemed like analysts want to insist TITAN is "old" stuff and you need "new" stuff (ATM) to be successful. Can ATM products solve the RBOCs needs to supply businesses with T1 and leased line services? If so, why would RBOCs spend so much on TITAN products? I hope my question makes sense. Correct me if I'm not comparing apples to apples. Thanks, MikeM(From Florida)

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