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

To: axial who wrote (10705)	3/14/2001 8:30:39 AM
From: MikeM54321	Respond to of 12823

"But all the questions about revenue models, debt, killer apps, infrastructure buildout costs, handset costs, wireless data market differentiation, and more, remain unanswered." Jim- And that is the $64,000 question (or $100 billion as Slacker put it<g>). I've been investing in technology long enough to know better (I called myself the legacy investor) than to ignore your statement above. But ignore it I did. I followed ATT close enough to see the white flag of capex spending being run up the pole by them. I should have known that it would have resulted in the service provider arms race truce being held now. But ignore it I did and it cost me dearly. Fortunately, I know it won't last. In that regard, stepping back and looking at the macro telecommunications view, one can't help to see that maybe the place to invest today is in the service provider sector. ie, a switch from the railroad builders to the railroad companies. Anyway just an astute observation attributable to not really me (as I still had my head buried in the sand at the time), but Bernard. Just a cautionary note. Doing so does put one squarely in the camp of, "too much bandwidth, blah, blah, blah." Yet another $64,000 question. Ah the joys of telecom investing.<g> -MikeM(From Florida)