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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 (11142)	4/27/2001 11:28:34 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 12823

Mike I think that the key is that the demand hasn't changed, just the ability of the different types of SPs to build out their networks. It seems that the analysts have translated what is happening in business cycles into a bleak outlook for all of telecom for the foreseeable future. I don't hold this same view. Here are my views on the last mile from an investment viewpoint with a little bit of cursory analysis as to why we are where we are right now. Message 15599542

To: MikeM54321 who wrote (11142)	4/29/2001 9:37:21 PM
From: j g cordes	Read Replies (1) \| Respond to of 12823

Re.. "It's just amazing to me these SAME firms valued telecom equipment startups in the BILLIONS of dollars. Yet one year and a couple of months later, you can hardly give them away. What happened to all their projections?" Analysts are poster boys to solicit business. They're not predictors of the market or stocks, their JOB is to attract customers to the brokerage.. nothing else. So its not out of step for them to always be adjusting their targets after the fact so that they always appear to have been correct in their call... analysts are just another form of brokerage advertising. Thin on truth, big on promise.