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Technology Stocks : copper mountain CMTN -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (1028)	10/10/2000 1:08:24 PM
From: Techplayer	Respond to of 1226

Auric, Are you now accusing me of lying? Why don't you pull out the recent calls from SSB, Lehman, MSDW, HQ and merrill Lynch instead of relying on a shoddy article written in a bogus magazine. the article omits a number of facts surrounding the cyclical nature of telecomm revenue growth, roll-out data on VZ and other DSL providers and the fundamental reasons why the carriers HAVE to keep spending. seems to be that your research is weak. Btw, you could never bury me, financially, personally or any other way. People know you for what you are. tp

To: Sir Auric Goldfinger who wrote (1028)	10/10/2000 5:32:13 PM
From: John Erb	Read Replies (1) \| Respond to of 1226

I'm not sure what point you're trying to make with that link. The article says that telecommunication companies don't have much choice except to continue to spend money on capital equipment. Things might be bad for telecoms, but not necessarily for telecom equipment suppliers. Also, CMTN is such a specialized telecom equipment supplier that I'm not sure one can draw a meaningful conclusion about it's fate from such a broad industry overview. CMTN is selling DSL equipment where demand is far outstriping the supply, and even within that subsegment it is specialized on apartment and commercial building concentrators. Anyway, I hoping the earnings release will be good and investors and analysts will realize that allowing a telecom industry slump to batter CMTN is misguided. They are well positioned in the hottest sector.

To: Sir Auric Goldfinger who wrote (1028)	10/11/2000 12:15:45 AM
From: P314159d	Read Replies (1) \| Respond to of 1226

It is hysterical, absolutely! That you could post such an article, SAGfag, that shows the positioning of the ILEC industry, particularly in local distribution >By contrast, the giant local phone companies--SBC, Verizon, and BellSouth--look well positioned. Their local networks are costly and complicated to replicate, so they're facing relatively little competition. The local-phone giants ''own the last mile, and that's an asset that won't be duplicated,'' says Invesco's Hayward< Now, WSTL has both of these guys as biggest customers. Number 3 is BT which is slated to a similar "action" in preserving the local loop in England next year. think they fail? Nope. Rain on flyboy, Even Copper has a reasonable shot at the VZ biz due to NPNT installed base. Ooh yes, Bell South? soon to be added to the fold, next qtr for WSTL. I don't know how CMTN stands there.

To: Sir Auric Goldfinger who wrote (1028)	10/11/2000 6:17:03 PM
From: lazarre	Respond to of 1226

Auric, you remind me of a putz. That said, i thought the article part of your post was pretty good, especially the " last mile " focuss in this paragraph; need i tell you that the last mile is what Mountain is all about: <By contrast, the giant local phone companies--SBC, Verizon, and BellSouth--look well positioned. Their local networks are costly and complicated to replicate, so they're facing relatively little competition. The local-phone giants ''own the last mile, and that's an asset that won't be duplicated,'' says Invesco's Hayward. At the same time, they're demonstrating that they're capable of taking market share away from the long-distance companies. Verizon, for example, has swiped more than 1 million long-distance customers in New York, and SBC has grabbed more than 500,000 customers in Texas in just two months. What's more, all three of them generate loads of cash that will help them finance expansion into new, fast-growth services. Verizon, for example, is expected to have cash flow of $28 billion this year, more than either AT&T or WorldCom, according to analysts' estimates.>>