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


To: ftth who wrote (9554)12/7/2000 10:56:15 PM
From: Jorj X Mckie  Respond to of 12823
 
I suspect that the big boys are gonna win on the equipment. I avoid CLEC plays which I think both CLW and COMM are.

I know of a couple of players working on FTTH solutions in partnerships with MSOs and ILECs, but it looks like it may take a little while. If there was a smallish company with PON technology, I would be looking at them as a takeover candidate.

I follow Frank's thread regularly.
Thanks,
JXM