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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 (5729)10/29/1999 2:06:00 AM
From: akmike  Read Replies (1) | Respond to of 12823
 
Ray-I may not be a generalist on Wall Street, but I can qualify for the clueless part. Your ever-lovin US Worst just executed a "master purchase agreement" with Adaptive Broadband for this product with a trial announced for the Denver market. Most of us who use the internet don't have a clue about how it works (and mostly don't care)just want it to work faster and better. Please don't dash our hopes that this will come about soon.

Best regards,

Mike



To: Raymond Duray who wrote (5729)10/29/1999 9:26:00 AM
From: ynot  Respond to of 12823
 
hmmmp, well so much for decorm
NETD IS A STEAMING TURD
imho
regards,
ynot :)

ps
:)



To: Raymond Duray who wrote (5729)10/29/1999 11:24:00 AM
From: MikeM54321  Read Replies (2) | Respond to of 12823
 
"And yet, that is clearly required in order to evaluate the latest move from HLIT in its disembowelment of CUBE."

Ray,
This, IMHO, happens to be an excellent positioning move on the part of Harmonic Lightwaves. I happen to be a CUBE shareholder for the last year or so. And I was a HLIT shareholder but sold out my position when the stock hit 4(!) and I panicked. Basically, CUBE has moved nicely into the broadband space and HLIT has always been there.

Apparently (I'm afraid to say I haven't followed as close as I should), CUBE has the customers HLIT wants. And HLIT has the products that make a very good match to CUBE's (Divicom really) products. HLIT pumps the data down the pipe, but not before CUBE massages it. A good fit as analysts are spewing out in mass.

IMHO, as HLIT goes after cableco, telco, wireless, and satellite broadband spending plans, they are putting themselves in a very nice position with the CUBE acquisition.

If you have one, what is your opinion of the deal? I would be interested in hearing it. Anyone else on the Last Mile have an opinion?
MikeM(From Florida)