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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: John Pitera who wrote (57979)10/31/2000 11:48:39 AM
From: Jorj X Mckie  Read Replies (1) | Respond to of 63513
 
John,
Yes, I do think that his thinking is probably colored by his current sitch....I think that happens to all of us. I am pretty confident in the FTTH eventuallity, though I suspect that my scenario is perhaps a little accelerated to the real picture. However the WINfirst deal shows that there is some big money that is placing their bet on the FTTH passline.

Message 14690642
Message 14690723
Message 14690768

This looks like the area where LU might try to make their last stand, but I am aware of other companies that are putting their sights on this space.
JXM