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

To: rr_burns who wrote (11035)	4/18/2001 2:24:30 PM
From: elmatador	Respond to of 12823

About slamming on the brakes: Speed blindness is the cause. Once I drove back from Munich I drive 180Km/h in the autobahn. The police keeps thier radar on the ramps. You go down to 100 Km/h and it feels like you are barely moving. The last thing I saw was the flash of the Polizei camera. Limit is 80 Km/h in the rapms there. What happen with the market was speed blindness. CSCO (and everyone else) was at 180 in the LAN gear /Internet autobahn. It entered the telecom ramp at 100. It was too fast. They see the sign max. 80 Km/h and are slamming into the breaks.

To: rr_burns who wrote (11035)	4/18/2001 4:14:27 PM
From: MikeM54321	Read Replies (4) \| Respond to of 12823

"Chambers basically says that the capital flow into networking just stopped almost simulataneously around the world" rr- I think it was ATT that stopped the capex wars. When ATT said "no mas" others quickly followed suit: Message 15582551 Concurrent with that was the death of the CLECs: Message 15653781 Add to that the first saturation wall regarding mobile wireless subscribers, and we had a disaster on our hands. So in telecom land we had: 1) ATT giving up their solid access+LD plan in favor of making Malone rich quicker 2) Death of CLECs at the ILECs and FCCs hand 3) Mobile wireless subscriber wall. Not to mention all of us have no need to upgrade our PCs and neither do businesses. It's too bad all hit at once. That is why Nasdaq went from 5100 to 1700. A disaster of historic proportions. The perfect storm. -MikeM(From Florida) PS Nice to see so many posters to the LM thread. Must mean there are a lot of us surviors (in our survival suits) out in the water waiting to be rescued.