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

To: Frank A. Coluccio who wrote (9103)	11/5/2000 9:19:56 PM
From: Phil Jacobson	Respond to of 12823

Thanks Frank and Ray for the very thought provoking responses, especially the reminder that this appears to be another run at network management that may not be much different than prior iterations. Perhaps this new-old concept in which Khosla is investing is more of an interim step before something of real incremental importance comes along. That said, it does seem strange that with the glut in overall system capacity that has been created, there would be a systemic need for better utilization software unless it's the legacy networks that are being targeted. And that really is an old theme indeed. The aspect that really is intriguing is the standards stuff from Lightreading that is being debated that would go far beyond bandwidth utilization and would encompass the possible elimination of the proprietary network cloud (what will they use in those Powerpoint presentations if they lose their cloud??) It's hard to see how any winners can be picked until the issue is resolved. One thing I did pick up is a great reason why SCMR may have peaked on exactly August 18! The previous day, their standards proposal was rejected overwhelmingly. Other optical stocks corrected around the same time but only SCMR got absolutely crushed and stayed that way. I don't recall hearing about anything negative at all in any of the general business press. So, difficult or not this stuff does matter. Thanks again - it's an even more interesting topic than I realized. Phil