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

To: Lutz Moeller who wrote (6709)	3/21/2000 4:21:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Lutz- Thanks for posting. Nice to have another SI member, from Germany, popping in on the Last Mile thread. As you may have read upstream, Jochen Jansen was also posting from Germany. If you get the chance, please post information you pick up about access technology rollouts in Euroland. It's really not that easy to find over here without digging for it. Deutsche Telekom only made the headline news lately because they were interested in buying Qwest. Probably the first time a lot of US investors had really heard of them and became aware of their size and power. I'm especially interested in when Telekom will start unloading their ownership in their coaxial cable network. I'm certain that move will spur substantial last mile spending upgrades. As in the US, it will be a race between mainly the telcos and cablecos. Ironically, Callahan(a US based investor out of Denver) appears to be the one who will snap up the cable plants. Personally I wish it was Bill Gates. I'll be most interested in finding out which networking equipment companies will be getting the HFC upgrade business. As a matter of fact, I don't even know who has the strongest presence in the European MSO market today. I have always gotten the feeling it's still mostly analog, one-way coaxial plants that exsist throughout Europe. So maybe no particular equipment company dominates the HFC business in Europe. -MikeM(From Florida)