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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 (5088)	9/1/1999 9:38:00 AM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 12823

Yes. just yesterday Dycoms' Market Cap dropped 191M$- gopbi.com Tis a good article-- "unbilled revenue" and "accounts receivable". Analyst made a math error and damaged Dycom.

To: MikeM54321 who wrote (5088)	10/25/1999 2:00:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Brain/Brawn -Dycom Industries(sym:DY) Notes Thread, As most thread followers know, Dycom is another company I follow pretty closely that is perfectly positioned for any Last Mile spending, and/or Metropolitan spending for that matter. Their customer list reads like the who's who in broadband spending. I just talked with the company and they verified these companies are their big customers: Cablecos ---------------- Comcast Cable Communications, Inc. Tele-Communications, Inc. MediaOne, Inc. Time Warner, Inc. Telcos ---------------- Sprint Corporation BellSouth Telecommunications, Inc. U.S. West Communications, Inc. GTE Corporation SBC Communications, Inc. Best of all, they have a 50-50 revenue split between cablecos//telcos. I asked for an estimate of how much coaxial plant is upgraded to HFC(Hybrid Fiber Coax) nationwide, and they estimate it to be 10%. DY does everything in between the headend and the neigborhood node. And sometimes does work past the node. There is still a LOT of HFC spending required by all the cablecos. As far as the telcos go, Dycom pretty much does anything that has to do with fiber deployment. Whether it's in the last mile or in the CO-CO metro market. If any of the telcos need to deploy fiber and the corresponding equipment, they can have Dycom do it. So obviously, as DSL access explodes, Dycom should be positioned quite well. They can't get inside too many COs because most are union run. But if it's anything outside, they can do it. Sprint is the only customer where they do mostly inside work. I was surprised to hear that DY has a lot of engineering talent. In other words they not only just do the fiber part, but they can also install a lot of equipment. Naturally I was thinking about SBC's Pronto plans to install 28,000 NGDLCs and this is exactly the sort of thing Dycom does. They would install the NGDLCs and run the fiber to them. But I did not directly ask them if they got the business. There are only two or three companies that could do it. Anyway, the reason I called was to see if they knew what was keeping the stock price depressed. So I picked up the phone and called them. They pretty much feel it's still related to the report put out by that lone individual(see linked posts) who never bothered to call the company. Apparently that individual has since printed a follow-up report that is much more favorable to DY. All the above is just IMHO and I thought it would be of interest to Last Milers. MikeM(From Florida) PS Earlier I wrote, "If I didn't hear it wrong, DY stated that they have a $1 billion back order. To put this in perspective this is a $400 million (annual sales) company. So it's significant." I just verifed this and it's now over $1 billion!