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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: DenverTechie who wrote (3554)5/5/1999 12:23:00 PM
From: JMD  Read Replies (1) of 12823
 
DenverTechie, thanks a bunch--your Cablespan response was just what the doctor ordered. At TLAB conference calls of late, most of the security analysts' questions have centered on either a) the aborted CIEN merger fiasco or, b) what are you guys gonna do to replace Titan? (which is by now a three year old wheeze at least) Cablespan tends to get short shrift at best. Yet I know that TLAB has got lots of time and lots of $$$$ invested in this product line, and that Mike Birck expects terrific things to result.
One further question regarding ". . . .and generally I slot it in second place for VoHFC after the leader, Cornerstone Voice by Arris Interactive (NORTEL/ANTEC)." Are you saying that Cornerstone Voice was developed by Arris Interactive which entity is now owned by a JV between Nortel/Antec? Trying to figure out how the companies and products fit together.
Frankly, as a cable hater, I've tended to place my investments in this area with satellite and DSL. But Mr. Armstrong has forced me to re-evaluate the wisdom of that approach--if I'm going to be pulled kicking and screaming into cable, I'd feel a helluva lot better going with Nortel and TLAB (ANTEC?) than the rest of the guys.
Thank you again very much for your response. Mike Doyle
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