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


To: Sam who wrote (6229)1/12/2000 3:28:00 PM
From: MikeM54321  Read Replies (1) | Respond to of 12823
 
Sam- I have a lot of favorites. But they are favorites only to my particular investing style. So I'll just give you my entire list of telecom companies I track. I'll break it into four very broad categories. My current favorite category is, "Telecom Equipment."

I started to break my entire list down to twisted pair, coaxial, and fixed wireless specialists. But I could rapidly see there were too many overlaps. A lot of the bigger companies tend to be broadband agnostic.

Keep in mind I have about four other technology sectors, totally unrelated to telecom that I have positions in. So I'm fairly well diversified under the technology umbrella. Hope this helps. -MikeM(From Florida)

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Telecom Equipment
ADCT, ADTN, AFCI, ALA, ANTC, AWRE, BBTK, BDR, CHNL, CIEN, CMTN, COMS, CS, CSCO, DITC, ECIL, ERICY, ETEK, FIBR, HLIT, JDSU, JNPR, LU, MRVC, NN, NTPA, NXTV, ORCT, ORTL, PAIR, PDYN, RBAK, SDLI, TLAB, TLTN, VSAT, WSTL, XDSL

Telecom Chips
BRCM, CUBE, GSPN, PMCS, TXCC

Telecom Service Providers
CNCX, COVD, EFNT, ENE, FON, FRO, GBLX, IXC, LVLT, MFNX, PACW, QWST, RTHM, SBC, TGNT, TGO, TYC, WCII, WCOM, WMB

Telecom Construction/Engineering Services
ABTE, DY, IFCI, MTZ, WATR

Telecom Software
ACEC, CCRD, CSGS, DOX, GTSG, LHSG, PRSF, TSFT, VRTL



To: Sam who wrote (6229)1/13/2000 9:36:00 AM
From: MikeM54321  Read Replies (3) | Respond to of 12823
 
"I figure it'll be another week before the dots are connected and they realize that the telecommunication equipment companies supplying the building blocks/technology for broadband infrastructure will be the only guaranteed winners."

Thread- It's kind of happening sooner than I thought it would. I believe it was yesterdays WSJ where I picked up a connection to the infrastructure builders. Just now I ran across this article. FWIW, quite a few on my watch list are also listed below. -MikeM(From Florida)
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AOL-Time deal good for Suppliers

CHICAGO, Jan 12- ABN AMRO analyst Kenneth Leon said Wednesday in a research note that the mega-merger between Internet service provider America Online Inc. and media company Time Warner Inc. will benefit telecommunications equipment suppliers.

-- Leon said the merger opportunity is best for firms that are directly tied to Time Warner Cable as infrastructure, digital set-top box or modem suppliers.

-- He said the biggest beneficiary should be Scientific-Atlanta Inc. (NYSE:SFA - news), Time Warner's preferred supplier for infrastructure and digital set-tops.

-- He said ADC Telecommunications Inc. (NasdaqNM:ADCT - news), Motorola Inc. (NYSE:MOT - news), and Tellabs Inc. (NasdaqNM:TLAB - news) should also benefit from the merger.

-- He said other potential beneficiaries of the merger include Lucent Technologies Inc.(NYSE:LU - news), Arris, a joint venture of ANTEC Corp. (NasdaqNM:ANTC - news) and Nortel Networks Corp. (Toronto:NT.TO - news), Concurrent Computer Corp.(NasdaqNM:CCUR - news), Harmonic Inc. (NasdaqNM:HLIT - news), Liberate Technologies Inc. (NasdaqNM:LBRT - news), OpenTV Corp. (NasdaqNM:OPTV - news), and Redback Networks Inc. (NasdaqNM:RBAK - news).

-- Leon said the AOL-Time Warner merger will expand broadband distribution channels for online services and entertainment programming content. ``All cable equipment areas related to network upgrades should benefit from this merger, but we see the most immediate spending cycle in broadband infrastructure,' he said.

-- Leon said the merger would accelerate the build out of broadband connectivity to small business and residential users, allowing content and video services to flourish.

-- He said cable operators, data competitive local exchange carriers, and ISPs would respond to the merger with faster rollout plans for building or upgrading their networks, which would accelerate capital spending for cable infrastructure and customer devices.