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

To: rich evans who wrote (11147)	4/27/2001 8:36:48 PM
From: Rob S.	Respond to of 12823

Picking the winners from the losers is the difficult thing right now. I agree about the fabricators because they will get most of the manufacturing. I bought Breezecom because they have a clean balance sheet, have been making profits, just got a major design win in Japan and the stock is trading near cash and below book value. I can't say they will be the "big winner" but they are at least in the running which I would not say for a lot of the companies trying to enter the market. It is hard to tell if it is too early to invest in the sector. I don't expect much to happen until spending eases up and that probably won't happen until latter in the year. On the other hand, markets tend to anticipate improvement in the fundamentals. Both Sprint and Worldcom say that they will be evaluating the new "2 G" systems which include Cisco, Breezecom, Malibu Systems, Raze, NextNet, IoSpan, Wi-Lan . . . your point about picking winners, particularly for the major U.S. MMDS contracts becomes obvious.