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

To: Geof Hollingsworth who wrote (2000)	9/2/1998 2:00:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"All of the competitor companies listed in the post are systems companies who are certainly not direct competitors and would be better characterized as customers (or potential customers). They are not a design house-you can't go to them with a schematic and get them to make you a chip to implement it. They are a fabless chip company, selling ASSP's." Thread, Geof, thanks for your reply. SERA is a very specialized company, it appears, to me also. They are a design house for the ATM chip market. This part is clear from their annual report. They do have to exit the older modem chipset business they were involved with, just as you state. But this is very old news. I guess my real question is the one concerning the Level 2 vs. Level 3 switching products. What is this about? Does the poster, who I paraphrased, have any basis for those comments? Is SERA years behind in level 3 ATM chip design? I'm just don't know enough to even know what this means, for certain. Also, the part about BAY being a "competitor" in chip design, totally puzzles me. I don't recall ever reading about BAY designing specialized ATM chips the could potentially compete with anything SERA does. Thanks, MikeM(From Florida)