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

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To: Bernard Levy who wrote (2921)	3/13/1999 12:55:00 PM
From: MikeM54321	Read Replies (2) of 12823

Re: DSL Consolidation "I may be wrong, but I would be surprised if any of the DSL companies (PAIR, AWRE, ORCF, WSTL) remains independent. The options are essentially to merge or die (WSTL?). Given its low valuation, PAIR makes a very attractive target at current levels. I hate to speculate idly on possible buyers, but it is rather obvious that over the long run, ILECs will want to deal with companies which offer complete systems, i.e DSL + networking + optical infrastructure." Bernard, In reference to your above comments, I came across an article that agrees with you about PAIR. Here's what they say, "There are; however, a few smaller component suppliers within the ADSL market that could be attractive. Pairgain Technologies, which made our list, has perhaps the best ADSL technology. Aware and Westel Technologies are two companies that did not make our list because they did not meet the screening criteria detailed below." Here's the link to a Yahoo reprint of the article. I can't recall where I originally read it: fnews.yahoo.com MikeM(From Florida)

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