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

To: axial who wrote (6682)	3/20/2000 2:38:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"what happens IF some newcomer enters the market, incorporating leading-edge, bleeding edge technology (within its domain of 120-140 American cities)?" Jim- What are you referring to? If you mean TeraBeam, then Frank, Bernard, dave horne(ouch!<g>), comments on the TeraBeam thread speak of my general opinion too. -MikeM(From Florida)

To: axial who wrote (6682)	5/12/2000 12:13:00 PM
From: MikeM54321	Respond to of 12823

Re: ALA/NN- Legacy Stuff Again "Bingo! I had questions at the time of the Newbridge/Alcatel deal, particularly about the viability of buying (and paying a hefty price for) ATM switching technology." Hi Jim- Did you happen to see the recent ALA and NN announcements? Upon my return from vacation, I was happy to see both companies going strong. It's that good old legacy stuff again. _____________________ Alcatel's sales rose 41.8 percent to 6.1 billion euros from 4.3 billion euros, with U.S. sales surging 80 percent.... Newbridge Preliminary Q4 Results Blast by Estimates- Newbridge Networks Corp. reported preliminary fourth-quarter results substantially ahead of expectations after the market's close on Tuesday... ______________________ It sure took a lot of time to evaluate these two but appears to be paying off. A couple of other things that may interest last mile investors, IMO both ALA and NN are well positioned to take advantage of LMDS broadband wireless rollouts. It's not just a DSL play. And to add icing on the cake, good old mobile wireless as an access technology(3G), may become hot for Alcatel too. As I recall, Serge seemed pretty excited about it in the CC I listened to a few months ago. I have yet to listen to ALA's recent CC, but am looking forward to it and hope to post some notes here. -MikeM(From Florida)