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: MikeM54321 who wrote (8571)	9/22/2000 10:58:46 AM
From: axial	Respond to of 12823

Hi, Mike - 'There has been a complete and decisive trashing of ATT from every talking head on TV, and from the entire financial press community. IMVHO a complete disconnect has been made between reality and spin' Looking at T, and its treatment of late, has been perplexing. Analyzing it on the basis of the assembled infrastructure, it's a screaming buy. On the basis of management, the picture is more muddled: I see (or I think I see) the lack of a coherent and unified vision. And yet, they continue to make the right moves. If you believe that the best indicator of management's handle on business is their actions, you have to believe that T's management has it about right. Two things cloud the financials: a heavy debt load, and declining LD revenues. The resolution of the financial problems lies in the two previously mentioned factors. At 6 years, I'm still a relatively green investor. But everything I see tells me that T is a buy, with a bit of a hedge (caused mostly by media and market commentaries) on management. And the treatment of T leads me to think that the triumvirate of media, analysts, and financial press are getting stuffed at the banquet of self-adulation, while common sense chews a carrot in the kitchen. Regards, Jim

To: MikeM54321 who wrote (8571)	9/22/2000 5:45:04 PM
From: 4finger	Read Replies (1) \| Respond to of 12823

Does anyone have an opinion on how successful the Metro Service Providers (MSP) like Telseon or Yipes are apt to be in their effort to end run the last mile bottleneck. I do not fully understand this model yet, but my initial take is that last mile is replaced by first mile MSP-owned ethernet that connects to the optical metro and backbone. Obviuosly they are only talking about the business customer and looking to own the LAN to LAN connect market. Sounds like the low hanging tasty fruit to me. If these MSP start to eating the ILECs lunch dont the ILECs end up winning Ms congeneality at the beauty contest and get stuck doing low margin or worse residential services?