Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: GHowe who wrote (6561)	3/7/2000 4:57:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

>>with the tepid response by the market on CYCO Gordie, I don't think that the CYCO picture is clear to many perspective investors because it approaches the model from several different angles. It's not strictly copper, not strictly wireless, nor is it strictly fiber, and not strictly voice or data, and they purport to be able to handle a lot of other fancy things which extend out to the clouds. For these reasons they have a tougher time conveying exactly what it is they do, which probably gives investors cause to be cautious about their prospects. In general, I think that we may be seeing a sustained, albeit a dwindling, hurrah for the nailed up physical layer guys who only provide Layer 1 up the riser. Or, as in the case of CYCO, up and down the riser. IMO, there's still a lot of steam left in the premises and last 1000 feet specialized sectors, but I'd be watching for some new virtual overlay plays, soon, the types who can support optical and wireless configuration services which are both flexible and extensible. Just my 2 photons. FAC

To: GHowe who wrote (6561)	3/7/2000 5:21:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

GHowe and/or Stephen L.- Why are the, "riser," players any different from the engineering/construction players? From a cursory look seems like they do almost the identical work. Every brain/brawn company has a LAN division. And as was stated in Dycom's last CC, apparently SPs are changing the job functions of the brain/brawn companies. Making them full service from start to finish. From planning, procurement, to lighting up the network for paying customers. Publicly traded, there is ARCC, CYCO, and who else? I just want to skim them over and see generally how the market evaluates them. Thanks. -MikeM(From Florida)