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

To: Frank A. Coluccio who wrote (4759)7/20/1999 12:15:00 AM
From: Tim McCormick  Read Replies (1) | Respond to of 12823
 
Well, my post is oversimplistic in many ways, and could be rebutted by a more thorough analysis with more aggressive assumptions on pricing and volume. Include for example a more detailed analysis of the fractional market cap/market share assumptions of all the non pure play DSL chipset vendors with a DSL flavor breakdown. But, that argument would be good enough to charge $ for. :) Tim



To: Frank A. Coluccio who wrote (4759)7/20/1999 6:05:00 PM
From: Daniel G. DeBusschere  Read Replies (1) | Respond to of 12823
 
Frank and Tim-
PAIR is becoming a systems company even though it has IP. That's where the value is. Either they make it or fall on their sword. But if they make it (they have good product, good reputation, good engineering) they should do very well. Their available market should greatly exceed $500M annually.


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