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

To: Mark Madden who wrote (6018)	11/18/1999 2:25:00 PM
From: MikeM54321	Respond to of 12823

Mark, IMHO, you are right on track. Two points I totally agree with. First, is cable modems, ADSL, and current levels of broadband wireless are interim solutions. That is why I think there may be up to 20 years of work for engineering/construction firms. Probably longer as I see how long the current plants can be milked for profits. And can you imagine what it would cost to bring fiber to the home? That will be a mammouth revenue stream once today's state of the art, broadband rollouts are complete. But FTTH is speculation at this point. A lot of investors think that once we get 1 Mb/sec service, that's all we'll ever need. Second, as you say, they are adding great technical expertise to increase margins. They are adding the personnel that do the installs of complicated equipment. Most of the inside installs are union controlled, but the outside plant is not. Hence these brain/brawn guys are simply not just running cable anymore. They also are the ones to install the, "neighborhood nodes," that SBC referred to in their Pronto announcement. Plus most of them also go inside the enterprise customers buildings and do their wiring. I don't believe it's the bigger part of their revenue streams, but it's another source nonetheless. Thanks for your comments. I'm glad someone, besides Frank, was reading my work on the brain/brawn guys.<G> MikeM(From Florida)