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

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To: lml who wrote (3444)	4/26/1999 9:55:00 PM
From: MikeM54321	Read Replies (4) of 12823

"I say all this with the knowledge that the ability to deliver ubiquitous ADSL deployment via the deployment of DSL plant equipment is not very far off." lml, Your comment above caught my eye. As did a comment made by Bernard Levy (A few months back) concerning consolidation of the DSL players. We got a conversation going back then about the players in the DSL market. I made a list: Adtran(ADTN), Alcatel(ALA), Aware(AWRE), Covad(COVD), Pairgain(PAIR), Tut Systems(TUTS), and Westell(WSTL). Did I miss any others? I don't think DSL deployment is too far off either. Yet I still have not figured out how to play it? DSL investing is tough because most of the pure plays don't make money. I think Adtran and Alcatel are pretty sound investments (from the fundamental viewpoint only) but aren't pure plays. Do you, or others, have any ideas/angles on DSL investments? Thanks, MikeM(From Florida)

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