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

To: Charles R who wrote (5115)	9/4/1999 2:43:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Chuck, Whether or not IBM or INTC are going to be effective in the networking chip market generally is not relevant at this early stage. It's perception that counts (BTW Level One did just create a DSL chip that will be used by ADCT). Usually reporters would jump all over a story like this to bash all other smaller players in the networking chip market. Especially if they plan on reaching the same customers! I thought they were. So that is the big mystery to me. Why haven't reporters jumped on this story? I must be missing something. MikeM(From Florida)

To: Charles R who wrote (5115)	9/4/1999 2:48:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Dycom's Q4 Numbers Chuck, I perfectly understand the cold feet you got! It was a pretty wild ride. If I hadn't spoken to them directly in the past, I would not have taken advantage of the freefall myself. Anyone can pick up the phone and talk to the CEO. He's a very nice person and very direct with his answers to questions. But he probably doesn't want to hear about that CPA's report anymore. I imagine he is sick of that one.<g> They did fully disclose the insurance add-backs in their CC. Spent a few mintues on it. And from what I remember, right upfront. I don't believe they ever meant to hide it. They probably never dreamed they would have ever have gotten the press they did. Usually there are only two people listening to their CCs <g>. Ironically, the CPA's report had nothing to do with the insurance add backs. MikeM(From Florida)