Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: elmatador who wrote (8263)	8/29/2000 2:13:07 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

elmatador- The players in the brain/brawn game like, ABTE, ARGX, DY, IFCI, MTZ, PWR, WATR, and WFII, generally have an engineering division(brain) who may design the network for the SPs, and they also have the direct construction labor division(brawn) to go out and build it. If I'm not mistaken, I believe the majority of their revenues comes from the construction part. But it is hard to really break out because there is overlap-- As in what you are asking. -MikeM(From Florida)

To: elmatador who wrote (8263)	10/25/2000 8:31:18 AM
From: MikeM54321	Read Replies (4) \| Respond to of 12823

Re: Brain/Brawn- Nortel's Comments about Bottleneck Thread- I personally have not listened to the NT CC call. Here's an excerpt from pat mudge notes: "In optical area bottleneck has now moved from components to installation areas." Message 14652603 In the excellent notes on the call, it appears there seems to be a shortage of labor that does the install work. Not only in optical but in wireless too. Should bold well for the brain/brawn(B&B) companies that do the installs. Like ABTE, ARGX, DY, IFCI, MTZ, PWR, WATR, WFII, etc... With the market the way it is, no one knows where stock prices will go. Remember, I did not listen to the call and I may be interpreting the notes incorrectly. And keep in mind, different outfits do installs in different parts of the networks. I'm reluctant to quote which players I believe to do installs in CO of optical equipment because I can't quite remember who does what. And as far as wireless, some of the above generate revenues off of it, others don't. Again DD is required. -MikeM(From Florida)