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

To: Dale Baker who wrote (11124)	4/26/2001 8:58:38 PM
From: Rob S.	Respond to of 12823

Yes, very nice! Stock went up today on the news but it's still trading close to cash value and below book value of $7.57. This company has no debt - long or short term and about $125 million in cash. They expect to show a loss this quarter but then the market has been particularly brutal. Breezecom is very strong in Asia, Mexico and S. America and in Europe. The Floware acquisition should open up E. Europe and more markets in China, Other places in Asia and S. Africa. They are supplying systems to Airora here in the laggard United States of America. Their diversity of markets and products should help them through this period of U.S. market weakness. Some competitors won't be so fortunate because they have tended to concentrate their eggs primarily in one basket. Breezecom's CEO said recently that they are looking at additional acquisitions. This down turn could be a big blessing to those companies that aren't kicked off the island! ; ^)

To: Dale Baker who wrote (11124)	4/26/2001 9:51:13 PM
From: Rob S.	Respond to of 12823

All this talk about xDSL and PCS 3G makes me sick. Isn't this thread supposed to be about real last mile technologies instead of defunct business models and cellular phone stuff working at paltry 384 bps rates? Last Mile should be about broadband and particularly emerging technologies and market strategies that have a fair chance of working. xDSL is a bankrupt, closely wedded to POTs capability. Cable is similarly devoid of potential for investors. Fixed wireless is the only segment of last mile that has big upside potential for investors. ----------- OK I'm being an idiot but I hope I made my point.