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

To: Raymond Duray who wrote (7146)	5/31/2000 10:19:00 PM
From: Sidney Street	Respond to of 12823

For a glimpse at the "last mile" from a different perspective, consider Toll Brothers Homes, TOL, which is just lighting up the first community service of its new subsidiary, Advanced Broadband. They have hired a Canadian Bell telecom veteran and they plan on controlling the last mile in many of the hundred plus communities where they are building homes. These are "gated communities" and they are looking to provide this service for other developers. They have their eyes on the Net'phone opportunity not just cable and 'Net access. Worth a peek since TOL is a strong double digit grower selling at a single digit PE, just about at book. The conf. call at the IR page of their site discusses this. (The Broadband play is inconsequentially small at the moment, of course. It's more an indicator of a management that doesn't miss a trick.)

To: Raymond Duray who wrote (7146)	5/31/2000 11:33:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

Stay loose, Ray.. stay loose.

To: Raymond Duray who wrote (7146)	6/1/2000 12:54:00 AM
From: Peter Ecclesine	Respond to of 12823

Hi RiGiD, HomePlug was three years in the making - the Cisco Consulting Engineers in Mass were hoping to match Nortel NorWeb's PLC with something, and started talking to D2, Intellon, etc. Eventually they collected all the Home Networking vendors under one flag and held a bakeoff in late April. They might eventually bring their work to IEEE 802 to create an open standard (like 802.17), as IEEE and ISO have international agreements on publishing standards. TIA and ITU are more telecom oriented, while IEEE 802 is more datacom oriented. The Website gives marketing contacts in each company. petere