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

To: Kenneth E. Phillipps who wrote (2143)	10/14/1998 10:46:00 PM
From: Dug	Respond to of 12823

<Is this also happening in North America?> Ken, you better believe it baby buddy boy. Sorry for the terms as its just something an old man used to tell me as a young man & I always wanted to repeat it. On a more serious note, yes, I won't comment to much here @ the risk of sounding like a fool but w/ all that is in front of the fcc, bells, ldc, etc., I think so. Dug

To: Kenneth E. Phillipps who wrote (2143)	10/15/1998 8:30:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Ken, I don't have a direct comment on your question. It's a fickle decision, when do telecoms decide to spend money on equipment? Seems like it's never made until it absolutely has to be made because of capacity constraints. And cable TV companies(MSOs) make the decisions based on capital restraints. Anyway I found this timely clip this morning: "In a report released to clients Wednesday, Merrill Lynch analyst Joseph Bellace said MCI Worldcom (WCOM) plans to increase capital spending by $1 billion to $6.6 billion in 1998. Bellace said he expects networkers Alcatel (ALA) Nortel (NT), Ascend (ASND) and Cisco (CSCO) to benefit." MikeM(From Florida)