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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 (7632)	7/15/2000 3:13:50 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

Jim, the following is not directed at the specific case at hand, rather, it is my general view of the expectations by participants on this and other generic technology threads. These include, LMT, VoIP, NFCTF, Optical Techs, Internet2, among others. I suppose the crux of the matter is that we discuss technologies here in a generic way. Discussion favoring or bashing the stock play value of any company has no place. Even in those cases where someone has a favored play (lml:AFCI::MikeW:ANTC<?>), the "regulars" have learned the thread-cultured rule -- and don't kid yourself, every thread worth anything has its own culture -- to present their questions about the plays they are interested in "from a distance," while at least attempting to maintain the perspective of objectivity. In this way the LM Tech in question is placed under a microscope for open discussion for the primary purpose of examining its merit. The title page of this thread spells these principles out rather clearly. Lurking for some period of time would also clue someone to these things. Occasionally, we find that the principals (owners sometimes, and sometimes high ranking officers) of a given company or sector which has come under scrutiny here will appear on these threads (LMT and NFCTF), which could be cause for concern. How could they possibly be unbiased? But surprisingly, some of them actually do a good job of presenting information in a generic way, or they don't present it at all, prudently recusing themselves in silence from being violative to the established ways of the thread. We have one such situation now on the new Coluccio thread, where a recent poster is the head of marketing for a company whose field has been the topic of a great deal of speculation, and in some cases, derision and fun-poking by others (guilty as charged, but only kidding, most often). In this case he appears to be keeping his posts straight and on topic without having to resort to the use of tincture of hypodine. The general hope here is that objective discussion, and arguments based on characteristics other than personal financial vesting, continues to prevail. FAC

To: axial who wrote (7632)	7/15/2000 3:45:10 PM
From: Bill Pearson	Read Replies (1) \| Respond to of 12823

Fair enough Jim. I assumed the tone attached to the responses I've received had to do with comfort zones (i.e. the human factor). I just shake my head when insecurities and or shortsightedneess get the best of obviously bright people. I've been in corporate business for only 17 yrs, have a masters in business, and regularly fight coporate culture (within a $17 billion/yr worldwide venture) that withstands change. I understand more than I can explain the nature of change, and how it effects people. NVEI has what they have, and it's up to them to build the alliances necessary to take their variation of VDSL to market. I do not debate that they have already extended the distance at which VDSL can operate. The question is how will be woven into the current market. I'm betting, with several hundred thousand dollars of my hard won money that they will do just fine. That's not bravado or naivete, but an acceptance of a calculated risk that seeks an appropriate reward for risk taken. After four years of following the company I am comfortable with my position. Thank you for an intelligent articulate response. Although I have a handful of Private responses to from my earlier posts, I intend to discontinue posting here in order to help preserve the desired culture of the board.