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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 (8072)	8/18/2000 6:04:10 PM
From: MikeM54321	Respond to of 12823

Ray- Don't know? Maybe a pdf file this time? Seriously, I just collect facts from EVERYWHERE(with the Internet, it's literal). I have about 50 technology bookmarks I constantly skim. I find stats, slap them in folders in all types of formats(web pages, pdf files, ppt files, text files, etc). When I get a break, I pull up, post, delete, etc. I even have piles of hard copies of trade mags where I rip out articles with stats and stack up high. Then I go through them every month, collect stats, post and throw away articles. Lord help me if SI every has database problems. IMVHO, stats are the single most important fact that an investor can use to give them the greatest confidence in their positions. From the high level stat position, I then drill down further, and further. Ultimately making company specific investments. -MikeM(From Florida)

To: Raymond Duray who wrote (8072)	8/18/2000 8:16:15 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Ray- Good question in your PM about accuracy of the stats. I thought my public response was already winded so I cut out the exact part you asked about.<g> Well I don't know if at first if the stats I find are accurate. I take all of them with a grain of salt. But after awhile I get a feel for what is close and not. And I generally don't even post the stats I see that are clearly out of the ballpark. Click back through the links on my last stat post. You'll see there are ton of them and they all do generally somewhat correlate. -MikeM(From Florida)

To: Raymond Duray who wrote (8072)	8/18/2000 10:26:47 PM
From: Z268	Read Replies (1) \| Respond to of 12823

Raymond, Mike's stats are pretty consistent with figures from many of the forecasters. In fact his stats on Broadband are from IDC, if my memory serves me correct. The latest thinking is that we won't reach 5M broadband connections by end of this year (certainly it looks Vz may not get there what with the strike). There are actually about 112M households in the US, and about 132M lines (difference being accounted for by business lines and second lines). Line growth is about 3%, mostly second lines and business lines. The forecast is for broadband (xDSL, CM, wireless etc) to reach about 18% penetration by 2003, with DSL accounting for about 9.8M to 12.6M, depending on which forecaster you quote. Most forecasts having DSL outpacing CM by 2003. Broadband surpasses dial-up by 2004-2005. About 2/3rds of copper are within 18000 feet of a CO, and therefore likely to have an economic DSL solution. Cable passes about 2/3rds of US households, and over 90% of these will be 2-way capable. All cable overbuilders are putting in 2-way cable. This means there will definitely be a play for broadband fixed wireless. Hope this helps. Best, Steve