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


To: zbyslaw owczarczyk who wrote (10059)1/5/2001 8:48:19 AM
From: MikeM54321  Respond to of 12823
 
ZO- Well another DSL player is being taken to the cleaners. Copper Mountain warned. Adding some variety to the landscape, Brooktrout warns too.

Copper Mountain warns of lower 4Q revenue
zdii.com

Brooktrout says 4Q sales, earnings will miss by a mile
zdii.com

ZO- Sarcasm doesn't come across well in type. Sorry about that. I'm really not of the belief it's the end of telecommunications. Capex spending is not coming to an end. I'm just amazed how it seems like it is. And I'm amazed how the doom came on so quickly to slaughter the sector. I think the slaughter is waaaaay overdone.

Bernard- Well I'll be! GSPN did not warn and they are a DSL specialist. And what's more impressive--I thought they were tied into LU and in a similar market to VRTA(which did get slaughtered with a warning). What an anomaly. Too bad GSPN didn't post a few details about how they escaped the carnage. Maybe ALA is their number one customer?<g> I'll be looking forward to their Q400 CC to find out how they avoided problems.

GlobeSpan to Meet or Exceed Fourth Quarter Consensus Estimate for Revenues and Pro Forma EPS
biz.yahoo.com

-MikeM(From Florida)