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: justone who wrote (8631)	9/27/2000 2:32:31 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

justone- Thanks for that real-life story. It gives a clear idea of how the apparent fools, just referenced, make money. Not by being knowledgeable about the technology in which they invest and recommend to others, but more so on how much they are able to spin their positions. Personally I've met quite a few brokers(representing the big houses) that control literally tens of millions of clients money in the telecom sector who cannot tell me the difference between access and core. The only difference between what you said, and what I believe, is our view of, "analysts." I'm sure you were just using the term loosely. Anyway I find quite a few, "analysts," that know the technology and the stats. In spite of the WS telecom bashing, I can seek out and read quite a few in-depth and detailed reports quite the opposite of what is being spinned by the media. Those analysts, with their opposing spin, just don't seem to make the headlines for some strange reason.<g> IMO it's moreso large institutions and money managers that control the spin that gets out to the public. -MikeM(From Florida)

To: justone who wrote (8631)	9/27/2000 9:07:24 PM
From: axial	Respond to of 12823

justone - I have never heard Mr. Armstrong speak, but I have seen what he's done, and what he's trying to do - and that speaks volumes. I think your perceptions about his management are quite accurate. T will resurface as a dominant force on a global, not just American, scale, if his leadership is accepted. Certainly T is making some very bold and farsighted moves, notwithstanding some of its present failures in execution. 'My conclusion is these management students are the guys who go out to Wall Street and become analysists and other creatures of the market- they are still saying that Mike doesn't get it, as they rush about in the latest mad panic.' You are soooo right. The ones who didn't 'get it' were the listeners. In their next incarnation, they're called 'analysts'. The following is from the T thread... 'In an attempt to dispel some of the doom and gloom around these parts I would like to offer my glowing review of AT&T PocketNet services. Further I would speculate that perhaps this is why Sprint is losing wireless customers. Here goes: I purchased one of the Ericsson R280LX phones a couple of months ago and IMHO this is what universal connectivity is all about. Having used the phone in several left coast cities I can say the speed and more importantly the range of services offered for free is AWESOME. First of all, the Yellow and White pages alone would be worth the price of admission. The "killer app" on this thing is the ability to get driving directions from MapQuest. Using endpoints consisting of address, zipcode, or by selecting business name you receive excellent directions between two points. OBTW an excellent addition to this service would be offering the option of providing return directions after receiving the first set. Since the way back is often different including this feature would be "no-brainer." Okay you say, what else is available? Stock quotes including a way to set up a portfolio, ATM finder, business brand finder, news, sports, weather, etc. This is really a must have for any business traveler or anyone who appreciates making their life more manageable. I can't believe that AT&T isn't crowing from every rooftop about this service. Hey, if you are so inclined you can even send and receive email or have your email routed to the phone. If you don't have one of these phones, run don't walk to your nearest AT&T store and buy one, NOW.' Message 14422174 Wonderful post, justone. Regards, Jim

To: justone who wrote (8631)	9/28/2000 1:24:27 AM
From: daily_vibe	Respond to of 12823

justone featured on the Daily Vibe! justone, your post made it to the Daily Vibe today. Congratulations. To see the highlights, go to: marketvibe.com

To: justone who wrote (8631)	10/8/2000 1:26:01 PM
From: axial	Read Replies (2) \| Respond to of 12823

justone, and thread - Aside from the question of Mike Armstrong, and T, this post provoked a lot of thought on the general subject of senior management in telecommunications companies. I mean, when you think of it, it's almost ludicrous to ask, but I will anyway: is anyone on this thread aware of situations where, in certain companies, senior management has had no clue about the future, and no basic comprehension of the technologies involved in that future? Are there cases where, in telecomms, companies have missed the boat completely? Are there any telecomm " Edsel " stories out there? What is the thinking on management's thinking, these days? Regards, Jim