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Technology Stocks : LUMM - Lumenon Innovative Lightwave Technology Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Don Johnstone who wrote (2244)5/13/2001 12:22:57 AM
From: Herc  Read Replies (1) | Respond to of 2484
 
So I take it that Tellium will not be in the DWDM business.

You might want to take a look at ARCC. One of their competitors BroadBand Office, a private concern, just filed for chapter 11, and another competitor CYCO ain't doing so hot either. And what is really interesting is that their initial network of 900 buildings is almost built out, and last week they announced they want to buy back debt. And WCOM, AT&T and the Bells haven't really gotten into putting fiber into buildings, and they certainly aren't targeting small to midsize businesses like ARCC.

Plus I would kill for fiber access which for the conceivable future will be the gold standard.

Thanks for my primers on LUMM. Still long 2000 shares with intentions to buy more if possible.