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

To: Raymond Duray who wrote (5622)	10/20/1999 8:18:00 AM
From: MikeM54321	Respond to of 12823

Ray, Those remote terminals are, "NGDLC." The webcast was peppered with comments about bringing fiber closer to the home. If my memory is correct, all three execs even used the NGDLC term. I found that highly unusual. --Check out my posts on the AFCI thread. --And check out the latest ALA news. --LU also makes NGDLCs and I believe the Motley Fool speculated on LU. --And I was not even aware that NN had a NGDLC product. But I do recall someone speculating NN was going to get the business. --Don't forget, Marconi (ex-Realtec)is a strong NGDLC power. That no analyst guessed was the winner as far as I know. So it's still a big guessing game with a slew of articles doing a lot of guessing. As of now, ALA thinks they got the business with their Litespan product and went so far as to do a press release. BTW, I'm amazed at the media stories about this DSL spending plan by SBC when it pretty much pales in comparison to HFC broadband plans. Mike Armstrong, Bill Gates, and Paul Allen investments were much more substantial. I wonder where all the analysts/reporters were on those stories? But that's one think I like about the investment game. Sometimes we can be ahead of the crowd. MikeM(From Florida)

To: Raymond Duray who wrote (5622)	10/28/1999 4:44:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: SBC Pronto and AFCI's DLCs Ray and Thread, Here's a press release concerning the discussion we had on SBC's Project Pronto plans. As you may recall, NGDLC (Next Generation DLC) was a topic of discussion by the SBC execs during their Pronto announcement. It's been my experience, that although most investor relations people are kind to me, it always seems like an analyst with Robertson Stephens beats me to information. Hmm, wonder why?<G> Anyhow, it appears Paul Silverstein may have some timely information regarding AFCI's relationship with SBC. I thought it(SBC-AFCI) has been generally strong, so when AFCI was downgraded after the Pronto announcement, it really threw me for a loop(pun intended). Check out the October 20 downgrades. And now read this press release. Kind of puzzling? I don't know what's up, but if it turns out AFCI is going to get a chunk of SBC's Pronto spending, AFCI stock price should be. AFCI doesn't have the NGDLC that SBC needs for densely populated DSL rollout areas, but their UMC1000 apparently makes a lot of sense for less populated areas. MikeM(From Florida) *********************** Robertson Stephens Reiterates Buy Rating on AFCI SAN FRANCISCO Oct. 28, 1999 --Robertson Stephens Senior Networking and Communications Analyst Paul Silverstein today reiterated his Buy rating on Advanced Fibre Communications. The company, headquartered in Petaluma, Calif., develops and sells digital loop carriers (DLCs) and related local-loop-access-infrastructure equipment to telecommunication-service providers worldwide. ``We are reiterating our Buy rating on Advanced Fibre,' said Silverstein. ``We believe that the company has excellent visibility into fourth quarter revenues, as a result of strong orders received from WinStar Communications during the September quarter and the continuing ramp of deployment by SBC Communications of the company's UMC digital loop carrier**.' ``In our view [Lunch with someone important?], recent events suggest that Advanced Fibre's relationship with SBC may extend well beyond what was contemplated by the original agreement,' said Silverstein. ``As a result, we believe that it is likely that the ultimate size of the revenue stream from this agreement will be toward the higher end of our initial $30 to 50 million per-year forecast.' ``We believe Advanced Fibre currently has a number of attractive opportunities in markets outside of North America, including a potential OEM agreement with a large-integrated-communications-equipment company,' said Silverstein. [Definitely lunch with someone important.] ``More concretely, we believe that Advanced Fibre has recently significantly expanded its relationship with France Telecom.' biz.yahoo.com