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

To: MikeM54321 who wrote (6879)	4/20/2000 9:10:00 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Mike, Here's another you can add to you list of FO test equipment vendors: fiberoptics.wwgsolutions.com I have a relative at the company and last January I demoed the 5100 series OTDR: fiberoptics.wwgsolutions.com In its basic configuration it is about $23K retail, with all the bells and whistles, over $30K. Re: Also, I still don't know how to evaluate the sector. The real question you might want to ask yourself is 'why bother?' And the reason I say that is that this is a cut-throat arena with no clear winners and a constantly evoloving playing field. Much like the video card sector, whoever is the market leader today can be pretty much guaranteed to be superceded by the next great thing from another vendor within two quarters. Far better to stick to the guys who have IPR leads, are selling components into the network market, or who have unassailable franchises ( a la QCOM). But test? Fuggedaboutit.... Ciao, Ray

To: MikeM54321 who wrote (6879)	4/20/2000 11:45:00 PM
From: P2V	Respond to of 12823

Mike, I am "very far" from fully qualified to answer your question ... However I'll just burn some bandwidth with the following: Today TLGD shows an EPS Growth Rate of 23.5%, a P/E of 55.94, and a Market Cap of about 745 Million. Their current Earnings Report indicate that DigiTest System & Lighthouse Cable Status Monitoring products account for only about 14 1/2 percent of this quarter's sales. Apparently they are a bit more that just an equipment testing and monitoring company, and they have other (related) products, as well as Consulting and Knowledge services. This is supposed to be a technology oriented thread, so I'd best cut this short .. An overview is at tollgrade.com Telecom Products are at tollgrade.com Site Map (for general makeup of the company) is at tollgrade.com I suspect that they will continue a rapid expansion as long as the "DSL explosion" exists; IE if there really is one :-) And Yes, it does look like lots of this expensive stuff gets "buried" into company sites. :-) Best, Mardy.

To: MikeM54321 who wrote (6879)	5/12/2000 2:15:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Hello Mike, I thought you'd be interested in this news item from ospmag.com. It's about MasTec's [MTZ] contract with Comcast, one day before the Telergy S1 which was filed today... Message 13685216 ... for whom MasTec is the chief construction contractor, as well. FAC ================== From OSP Mag: 05-10-00: MasTec Selected to Help Build Comcast's Advanced Broadband Networks MasTec, Inc. (NYSE: MTZ) today announced that it has been awarded a master contract by Comcast Cable Communications, Inc. (NASDAQ: CMCSA) to assist in the build-out of the advanced fiber optic network infrastructure in Comcast's territories. MasTec is one of Comcast's primary infrastructure service providers. The first phase of its five-year contract is valued in excess of $100 million. Comcast, the third largest cable broadband provider in the nation, has undertaken a nationwide program to implement the latest digital cable technology, bringing a suite of advanced entertainment, Internet and telecommunication services to its customers. With these upgrades Comcast can provide subscribers with high quality digital video, CD-quality sound, over 170 channels of video, 40 channels of digital music, always-on high speed Internet access and, ultimately, voice telephony and interactive services.