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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (4303)	6/23/1999 12:25:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Mike, who would you say are IFCI's principal competitors in the cable fiber engineering and buildout space? Antec? Who is Tetra Tec? Who else? Frank

To: MikeM54321 who wrote (4303)	6/23/1999 7:57:00 PM
From: DenverTechie	Respond to of 12823

Mike, companies doing business with AT&T/BIS will probably be making lots of announcements like this from here on out. BIS/TCI decided a month or two ago to transition their major markets like SF and Denver away from full turnkey (walkout, design, engineering, installation, construction, test, turnover) to individual fee for service contracts. Integration Technologies, as part of Tetra Tech Inc., had 3 of the turnkey projects that are being converted. So did General Instrument and Argus Communications (IT had SF, Argus had Denver). Bottom line is that Tetra Tech, General Instrument and Argus get less work, which is then doled out to new companies to do a part of the overall build in these ex-turnkey locations. The old turnkey companies had big, overall contracts for the complete project, but the profit margins were low to get the big revenue. Now, less work for them, but because they are contracted individually it demands higher individual service prices and hence higher margins on the work that they actually do. So less overall revenue for people like Tetra Tech, but higher profit margins on the work that remains. Hope that wasn't too hard to follow and the above explanation makes sense. Yes, they are spreading the same amount of work around to more players.

To: MikeM54321 who wrote (4303)	8/30/1999 6:20:00 PM
From: MikeM54321	Respond to of 12823

Re: Brain/Brawn -- International Fibercom and AT&T Thread, I just listened to the entire CC for International Fibercom (sym:IFCI) 2Q99 results. I believe it was about an hour or so long and they were just beaming and grinning from ear to ear about the AT&T HFC upgrade business they are getting. They are doing the work now and are expanding rapidly as AT&T gives them new business. Albeit, IFCI is a microcap, but I still see their enthusiasm as an endorsement that AT&T is spending the infrastructure money. Here's the link in case anyone is interested in listening. You have to register to listen. But Vcall is an excellent site and well worth registering for(IMHO): vcall.com MikeM(From Florida) PS I linked this post to my previous post where they first announced they got the AT&T Broadband and Internet Services contract.