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

To: MikeM54321 who wrote (8523)	9/18/2000 6:06:51 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"This year, Wall Street’s telecom gear worries started with a Lehman Bros. report on telecom services. The report says telecom service providers get about $2 in revenue for every $1 spent on new gear. But as recently as 1996, telecom gear firms realized revenue of $5 for every $1 spent on gear." Thread- FWIW the above was the general line pushed out by WS to drive the entire telecom equipment sector down recently. IMVHO, to help create buying opps for the big brokerage houses. I still don't know if the mini-cratering has ended, but I do notice a few retraction type articles and comments have been popping up over the weekend. Typical pattern. Drive it down. Establish positions. Then pump back up. Really what I thought I would mention was, I recently read from a couple of sources, that the total worldwide SP revenues are roughly $600 billion annually! Now if you use the 1:2 figures I've seen quoted lately, it means that telecom spending is about $300 billion annually. This includes everything-- Hardware, software, and services. Now if you go back to an upstream post of mine (http://www.siliconinvestor.com/readmsg.aspx?msgid=12573064) you'll see that ADCT's CEO, Bill Cadogan has been saying the TAM is about that large for companies like ADCT. We're excited to be a leading supplier to a worldwide industry that spends over $1 billion daily on equipment, software and services to build and upgrade communications networks. Building and upgrading the 'last mile/kilometer`` of the network is indeed the sweet spot of communications capital spending.' I always knew it was LARGE market but I didn't think it was quite $365 billion per year. But $300 billion annual spending would not surprise me at all. So IMO, I think the 1:2 figure is fairly accurate. Very interesting because no matter how you slice it, this is the TAM for ALL telecom equipment companies today. Any telecom investor has to keep this figure in mind. The big question is, 1) can this TAM expand? If not, then 2) can your investment take advantage of the large shifts in spending to new spaces? Or 3) can your investment take more market share away from competitors? Personally I seem to spend a great deal of time on number 2. Number 1- I just don't know how to figure. Number 3- You almost have to be in the equipment business professionally to do an evaluation or rely on analysts(who ALWAYS have an axe to grind) reports. But it's tricky picking the good analysts from the bad ones. So this is a fanstastic reason to follow this thread, and the FCTF thread. Lots of telecom professionals share their experiences on both threads and I'm always appreciative of this. Thanks. -MikeM(From Florida) WS- Wall Street FWIW- for what it's worth IMVHO- in my very humble opinion SP- service provider TAM- total available market FCTF- The NEW Frank Coluccio Technology Forum thread

To: MikeM54321 who wrote (8523)	9/18/2000 8:35:28 AM
From: Peter Ecclesine	Respond to of 12823

Hi Mike, I don't think economic advantage in optical point-to-multipoint has been demonstrated or proven. It all depends on the cost of the real estate. Air Fiber uses little for their four-beam post, while others get one beam per mounted telescope. The P2MP receiver optics has to compensate for clear air turbulence on each path, so some use TDMA on the uplink. petere

To: MikeM54321 who wrote (8523)	9/18/2000 9:53:55 AM
From: Link Lady	Respond to of 12823

Hi Mike The history of Plaintree so far isn't pretty, but new management (they were acquired by Targa Group) is working hard to change things(IMHO).I believe they hold aprox. 45%. They are a HW company but do have software to manage the switch. Not real knowledgeable regarding this. They are going after niche markets. Would be interesting to see which markets they will be targeting. I had phoned IR and they said they would be looking at microwave and irDA technology not bluetooth.I guess for the point to point ability and privacy issue. Check out their website and enter for the free switch. plaintree.com This is copied from their website. Unplug yourself and replace your cable with an invisible infrared light beam that transports data among buildings, workstations and file servers. Then switch gears with Plaintree's High speed Fast Ethernet LAN switches They have acquired ATS Schindler maker of Firlan product. Did a private placement for 10 mil with a 1/2 warrent attached. More shares I know. The new hires are quite good. MARKETING: Bill White as Director of Marketing SALES: Colin Welch, Regional Sales Rep, previously a leading sales rep at PAV Mike Salustri, Regional Sales Rep, a leading sales rep from Silcon Jason Lee, Regional Sales Rep, top salesperson from the networking industry ENGINEERING David Kahn, Vice President of Product Development, one of the top photonics research engineers in the world Thomas Milc, Physical Design Engineer, leading physical designer from Nortel and a former Plaintree team leader Dermit Kavanaugh, Manager of Standards, also from Nortel Duncan Wilcox, Manager of Electronic Design, from Alcatel, Europe Ilia Ekchtout, Physical Design Engineer from JDS Uniphase Design Workshop, a leading industrial design house is now contracted for key design work, combining form and function. newswire.ca Here is a copy of a NR PLAINTREE SYSTEMS ANNOUNCES VICE PRESIDENT OF PRODUCT DEVELOPMENT OTTAWA, Ontario (August 8, 2000) - Plaintree Systems Inc. (TSE: LAN; OTC BB: LANPF) David Watson, President and CEO of Plaintree Systems Inc., is pleased to announce the appointment of David Kahn as Vice President of Product Development. David's career in the UK and Canada includes positions with Plessey, N&Z Aviation, BNR (Nortel) and the Government of Canada. He has degrees from the University of Wales (Bangor) and the University of Southampton where he specialized in quantum and optoelectronics. David was involved in the development of early optical wireless systems for voice and video. He also developed coherent phase-modulated optical communications systems for both atmospheric and fibre applications For ten years, he presented the systems portion of the optical communications postgraduate course at Carleton University and recently resumed teaching at Ottawa University. David has about 35 patents and is a member of IEEE LEOS. About Plaintree Systems Plaintree Systems Inc. is now committed to becoming a major player in the optical wireless field and has developed its reputation as a supplier of robust and reliable products in the difficult and competitive switching markets. Headquartered in the Ottawa region, Plaintree was founded in 1988, and is publicly traded in Canada on the TSE and in the U.S. on the OTC Bulletin Board, with 83,216,732 shares outstanding. Plaintree maintains a World Wide Web site on the Internet - plaintree.com . This press release may include statements that are forward looking and based on current expectations. The transaction is subject to certain conditions including shareholder approval, and therefore, a risk of non-completion. The actual results of the Company may differ materially from current expectations. The business of the Company is subject to many risks and uncertainties, including changes in markets for the Company's products, delays in product development and introduction to manufacturing and intense competition. For a more detailed discussion of the risks and uncertainties related to the Company's business, please refer to documents filed by the Company with the SEC and Canadian regulatory authorities, including the Company's prospectus dated July 10, 2000. For further information, please contact: Roxanne Doroszkiewicz Plaintree Systems Inc. Tel: (613) 274-7979 E-mail: ir@plaintree.com Sorry for the long post but if anyone is at Internet Telecom, in New York could you stop by Plaintree booth and say what you think of the new product. As I said not a recommendation to buy, just looking for info. TIA Wendy PS: Thanks Mike and I enjoy the thread.