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


To: tsq who wrote (7258)6/8/2000 11:26:00 AM
From: MikeM54321  Respond to of 12823
 
tsq- Thanks. I'll add Vyyo(sym:VYYO) to my watch list of Fixed Broadband Wireless equipment companies. But I doubt I'll be able to tell you much about it. I just don't do much work on companies with PSRs above 4. This one has a PSR of 178.

With minimum DD, I did find these comments interesting:

"The company sells directly to service providers and through a reselling alliance with ADC Telecommunications (20% of sales). About 60% of sales are in North America. End users and customers include BellSouth, MCI WorldCom, Sprint, and Wireless One."

I am somewhat following ADC Telecommunications(sym:ADCT) closely and I was under the impression ADCT built their own MMDS equipment, in-house. But apparently your Vyyo outsources manufacturing, and in turn ADCT may be buying Vyyo MMDS equipment? But it's all a guess right now. I think ADCT's MMDS plans are for real, if that helps.

And I see VYYO also does LMDS too. Well maybe I will do some more DD on VYYO to see where it takes me. -MikeM(From Florida)



To: tsq who wrote (7258)6/8/2000 3:05:00 PM
From: Bernard Levy  Read Replies (1) | Respond to of 12823
 
tsq:

Out of curiosity, what do you think is so special
about VYYO?

Bernard Levy