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

To: MikeM54321 who wrote (9372)	11/29/2000 1:15:36 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12823

Hi Mike: There is broad consensus that there will be somewhere between 3 and 5 survivors in the CLEC space. Safe bets are MCLD, TWTC and XOXO. Next up are ALGX and WCII. TGNT would not be on my list. Maxlink in Canada is failing. ARTT and TGNT are very risky propositions at this stage. The main problem for TGNT has been lack of execution. Their advertisements were always poorly targeted (general public) when their actual targets were small businesses in specific buildings. Incidentally, the current XOXO ad campaign does not make much sense to me for the same reasons. Best regards, Bernard Levy