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

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To: MikeM54321 who wrote (3637)	5/11/1999 3:36:00 PM
From: Doughboy	Read Replies (2) of 12823

I have some more for you: CAIS Internet (IPO soon) Concentric (CNCX) e.spire (ESPI) Intermedia (ICIX) MGC Communications (MGCX) (I'm not positive about those stock symbols) I'm a bit confused about Coppermine. I think they are an equipment maker because both NAS and Rhythms are their customers. That's one of those things I can't quite understand. Also, it's hard to figure outs some of the relationships between the providers. Concentric, e.g., seems to sell Covad DSLs, but what service is each party providing? Isn't Covad just packaging together some DSL equipment bought from the equipment makers? Why can't Concentric do the same thing. In other words, what is the value-added by the DSL providers? Doughboy.

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