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

To: elmatador who wrote (9380)	11/29/2000 3:30:54 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"Whatver remains of ADSL after CLECS bite the dust is not relevant." elmatador- Excellent analysis of the overall CLEC vs ILEC battle. And I would have to agree it appears to be playing out like you painted. Next, how do you see the cableco vs the ILECs high-speed data battle. Can you paint a picture of what you see happening in this battle? Thanks. -MikeM(From Florida)

To: elmatador who wrote (9380)	11/29/2000 7:09:28 PM
From: Mark S.	Read Replies (1) \| Respond to of 12823

elmatador your view on the CLEC's makes sense. So you don't believe DSL is dead, only the CLEC's are in the drink. VZ's news was a surprise but not unexpected. COVD is probably next. The burn rate with their own admission is mid 2002. I have particular interest in CMTN. My view is regardless of there advances, the ILEC's won't buy from CMTN because of their affiliation with the CLEC's. I know this is a broad statement, but LU quit buying from CMTN even though their product is considered OK. Telecom is tough business. GM Management style is alive and well with the big players.