Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: elmatador who wrote (9382)	11/29/2000 5:25:30 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi elmat, They usually overplay the fear and raise the spread. So it pays for bankers to 'pump up' the risks. In the darkest days of the American Civil War in 1862, the House of Morgan issued government bonds to a panicked market that they made a 40% spread on as the underwriters. This maneuver took Morgan out of the ranks of second tier players, and moved them onto the world stage. They held other governments from the same war that eventually paid 65% cumulative annual interest. Bankers love crisis. :) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is DSL dead? Take a peek at NPNT. We were right on that one. VZ put the bear hug on them and NPNT is a goner. Best, Ray

To: elmatador who wrote (9382)	11/30/2000 7:56:27 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

"when the capital markets would get scared of the UMTS madness" elmatador- Speaking of UMTS. ______________ BASKING RIDGE, N.J. Nov. 30-- AT&T Wireless and Lucent Technologies today announced an agreement naming Lucent a major equipment provider for AT&T Wireless'planned high-speed data network and evolution to third-generation (3G) wireless services, including Universal Mobile Telecommunications Services (UMTS).....To accelerate AT&T Wireless' 3G plans, Lucent will engineer and install its latest-generation Global System for Mobile Communication (GSM) base stations with General Packet Radio Service (GPRS) -- an industry-standard enhancement to GSM networks -- to work alongside the current AT&T Digital PCS network. biz.yahoo.com ______________ Keep in mind I don't know much about this sector. What did you mean by UMTS madness? I take it you are including the UMTS as a subset of the mad bidding for 3G licenses? And GPRS is a software only upgrade(pre-UMTS) on the way to full 3G services. Right? IMHO, the upgrade path ATT is taking sure seems like a very good idea. I take it ATT's decision to stick with TDMA(a form of GSM) is key to migrating cost effectively to mobile wireless data. You will never read about this as the financial press continues to clobber the daylights out of ATT. Are there any LMT followers who think ATT may rate a buy at their current market cap? Thanks. -MikeM(From Florida)