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

To: MikeM54321 who wrote (11053)	4/19/2001 10:12:36 AM
From: Dexter Lives On	Respond to of 12823

Hi Mike, You're absolutely right that at the margin, capital spending in all of these industries is impacted. I'm taking the perspective of equipment suppliers to the SP's, for which, recent history has shown, survival is not guaranteed even by the path of lower rates (and looser credit), but only by lower rates today! Given that Cisco has become more dependent on SP's, it makes sense (to me anyway) that they would be more vocal about their clients' welfare. Another way of seeing this is that the PC-enterprise side is in a different kind of cycle (market saturation - who needs a 2Ghz machine for today's applications?) vs telecom-SP (over-capitalization and poor visibility of revenue streams to validate business model). Of course these problems are inter-twined to some extent since wide availability of broadband would generate the applications to create a new round of upgrades of HW/SW. IMO, wireless will play a large role in bridging the optical capacity to the new array of terminals that will enable true network computing. Microsoft's efforts on Web Tablets and integration of 802.11 into its next OS will be a large step in that direction. Who wants to compute on a phone? Regards, Rob