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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 (1866)	8/10/1998 3:32:00 PM
From: DenverTechie	Read Replies (2) \| Respond to of 12823

MikeM, I have known and worked with ADC Telecommunications for many years. I have evaluated and specified many of their products and gotten to know their management. They are extremely good at some of the things they do. Such as patch panel cross connects (best in the industry) and fiber management and routing systems (again the best in the industry). They have other excellent products that I have used as needed in networks. But these are all Central Office based products that have been successful. Their push into the local loop has been less than stellar. Their first generation HFC phone product was poor and a major disappointment to me (Tellabs and Nortel products ran circles around it). An early high capacity business product called Soneplex was basically a push to extend an OC-1 like offering into the loop to serve businesses that needed lots of bandwidth. It was too expensive and hard to manage and there were very few deployments. Their new "integrated" HFC solution is called Homeworx and includes a second generation HFC telephone product using OFDM (orthogonal frequency division multiplexing) technology that is far behind its development schedule and untested in field applications (they even had major problems with it in the lab). But MediaOne has chosen it as the primary product in their showcase Atlanta properties so if they can get it to work, they have a multimillion dollar contract to supply it to all of Atlanta. Also, they are not a "pure play" in the last mile game since they make products for basic cable, high speed backbone, Central Office, and they have many "hidden" divisions that do all sorts of things. They are, of course, playing up the last mile and local bottleneck solutions because it's a hot and sexy area right now. To summarize, I have been impressed in the past with their proven Central Office gear, but less than impressed, even disappointed with their outside plant or "last mile" products. My personal opinion is that they are trying to go too far too fast.

To: MikeM54321 who wrote (1866)	8/20/1998 1:43:00 AM
From: MikeM54321	Respond to of 12823

8/19/98--"ADC Telecommunications Inc. (ADCT) posted third-quarter net income of 30 cents a share compared to 25 cents a share in the year ago period. Analysts polled by First Call expected a profit of 28 cents a share." _______________________ Thread, I responded to my first post concerning ADCT. There were some great replies to that post that are worth going back and reviewing. You guys in the business, sure know your stuff. Anyway, looks like ADCT(see above) did well in their last quarter. Speaking generally, the networkers/telecom suppliers are about the only group that has never been hit by Asia excuses, yet. I'm still impressed. They beat projections, quarter after quarter, based on earnings that have never been downgraded. I still don't believe the street realizes this. MikeM(From Florida) PS I just double-checked and ADCT earnings were not downgraded for this latest quarter. For 90 days they have been at $.28/share.