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

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To: ftth who wrote (4024)6/6/1999 2:05:00 PM
From: MikeM54321  Read Replies (1) of 12823
 
Re: Netopia / DSL Play

dave,
Thanks very much for your list of DSL companies/products.

I added Netopia to my list of DSL plays. I like where they are positioning themselves in the DSL Broadband market place. In just doing a cursory review, it's clear where they are heading and I think it's a great vision(so do others judging by the recent price action).

One thing I don't understand is why you believe their DSL router product, the R7100, would fall under the category of CO equipment? It appears, at a cursory glance, that they sell their entire line of products/services directly to small/mid-size businesses (which I happen to think is a great idea). I do not see where the CLECs or ISPs purchase their products? It appears they only sell Netopia products and services.

Just want to make sure I'm on the right track as I do my DD on Netopia.
Thanks,
MikeM(From Florida)
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