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Technology Stocks : Seagate Technology - Fundamentals -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (1228)	11/30/1999 4:49:00 PM
From: Mark Madden	Read Replies (1) \| Respond to of 1989

Gotfried - "I am, belatedly, researching some stocks that should benefit from broadband." I was hoping the drive stocks would benefit from broadband growth. Maybe you are early.<g> Regards, Mark

To: Gottfried who wrote (1228)	11/30/1999 9:03:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 1989

OT: Broadband Infrastructure Investments "I am, belatedly, researching some stocks that should benefit from broadband." Gottfried, If you really want to read some heavy duty material on who will win in the telecommunications infrastructure game, you may want to bookmark the Last Mile thread. The last mile is the biggest bottleneck in broadband rollouts and where the most money will be spent over the next ten years. Most feel the backbone has plenty of bandwidth, but no one believes their is adequete bandwidth in the last mile. For instance, SBC recently announced Project Pronto is slated to spend $6 billion over three years. $4 billion is for Last Mile upgrades. $2 billion goes to upgrading their MAN. T plans to spend somewhere around $4 billion/year and it's all on access (upgrading coaxial plant to two-way HFC). My guess is it will go on for about 6 years miniumum. More likely 10. US West, Bell South, Bell Atlantic, Cox Communications, etc., etc. It's pretty exciting stuff. MikeM(From Florida) PS I appreciate all you regular SEG posters. Nice thread to follow because so many posts have substance.