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Strategies & Market Trends : Mu Gamma Lambda -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (3523)	8/7/2001 12:32:29 PM
From: Stoctrash	Read Replies (4) \| Respond to of 10077

<<Is there such a thing as too much knowledge??<gg> >> YES ...IMO too much of anything can KILL YOU!!! Think about it....the brightest tech guys on the plannet called the NAZ bottom 5x already....they knew "tooo MUCH"

To: Rich1 who wrote (3523)	8/7/2001 12:41:12 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 10077

The simple answer is "No, nobody owns the last mile". And AVNX isn't even a contender for that definition. Though they may have a play in the last mile that is respectable. The last mile is very fragmented at this point. The ILECs own the twisted pair last mile infrastructure, the cablecos own the last mile coax infrastructure. The last mile is overwhelmingly a copper infrastructure, not optical. AVNX is an optical play. The guys on the "last mile" thread are much smarter than I am on this topic. I know enough to convince me that this is a huge opportunity, but if you throw out a question of "well, where is the money going to come from to do this massive buildout?", I will give you a rather vacant look.:-) Actually, there are a number of countries that are funding last mile fiber buildouts (Canada, Sweden, Japan come to mind). And a final note, I am not trashing AVNX by saying that they don't own the last mile. They have $130M in revenues...that is a drop in the bucket compared to the total opportunity.