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

To: justone who wrote (8748)	10/3/2000 5:58:55 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Digital TV - BellSouth Rollup of DBS Strategy justone- Thanks for posting your guesstimates on cableo vs telco in a converged world(voice/video/data). Looks pretty good to me. I am not sure if you caught this, but supposedly BellSouth is serious about deploying video(TV) via a deal with DirectTV. It sounds kind of interesting to me. This may be yet another model to consider. Let's see how well SI search engine does on this one: Re: Digital TV- Telcos to Roll with DBS, sans MMDS? Message 14113485 Re: DBS Digital TV + Broadband DSL - BellSouth vs Cablecos Message 14306079 Re: Digital TV - Telco vs Cableco / BellSouth DBS and Pace STB Stats Message 14322519 ...well that worked nicely. The three posts tell the story. IMO, this one will be an interesting one to watch. If you want some investing ideas, consider that Dycom(sym:DY) counts BellSouth as their largest customer. And consider that the DBS market is crucial to the short term success of Harmonic(sym:HLIT). But then again, it could be all just marketecture to keep the competition at bay. -MikeM(From Florida)