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

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To: DenverTechie who wrote (3428)4/21/1999 3:27:00 PM
From: MikeM54321  Read Replies (2) of 12823
 
"This is a strategy power ploy by AT&T against TW, and does not signal a change in general policy on the part of AT&T. But that's probably what the Street thinks, since they are now getting mixed messages."

DenverTechie,

Thanks for your opinion. It's really too bad because now we have to wait for ANTC to come up with good numbers to run back up. But the street/analyst have taken it down 33% off it's high. That means when ANTC comes through on the bottom line, it has to make up this setback. But what else is new in the world of investing<G>. Especially when most of us on this thread are ahead of the analyst! With a company like ANTC, it's not always that easy to understand.

MikeM(From Florida)

PS For those that don't know, ANTC is a major supplier to TCI for upgrades to TCI's cable plant to two-way HFC. TCI was purchased by AT&T for specifically their cable plant assets. AT&T will use TCI's cable plant to solve the, "last mile problem," for direct access to the home. But AT&T will have to spend many billions(!) of $$ for the upgrades. The writing is on the wall who will partake in this (IMHO).
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