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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (2227)10/23/1998 10:57:00 AM
From: DenverTechie  Read Replies (1) of 12823
 
It's because ANTEC is touchy about their connection with TCI.

And since the AT&T deal is imminent, they have probably been told to lay low on public statements connecting ANTEC to TCI. I have gotten the idea recently that John Malone and John Egan go way back and they are joined at the hip -- but not for the whole world to see. You have to dig to find the connection, they don't openly flaunt it.

I have long been a fan of the Cornerstone system. Cox has bought a lot and will buy more. I am not aware that Cox has a deal with any telephone company presently.

The 40% international sales seems high to me. I think it is probably more like 68% domestic and 32% intl. Notice the words "approximately 60%" means it could be anywhere from 57% to 69%, most likely the higher percentage from what I can see.

I don't think they were trying to scare investors with their warning (though it probably had that effect anyway), I think they were covering their butt for next quarter.
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