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

To: Ken98 who wrote (2355)	11/21/1998 3:59:00 PM
From: Frank A. Coluccio	Respond to of 12823

Hi Ken, the fact that LVLT is pulling in the vicinity of the BOC COs should be no surprise. They have a lot of clout, and will be given very favorable colocation rights, to be sure. If not directly into each and every CO, which would not really be a necessity due to the economies of backhauling fiber, then to the main ones and to the community "carrier hotels," where the BOCs normally have a significant presence in any event. >>Question 2- what is your opinion, if any, of Metromedia Fiber? << I'm more than just a little versed in their history. In any event, I'm pleased to see that they have remained as focused as they have been, and not gotten distracted by some of the prospects that I'm sure have been a temptation to them. MFNX remains as pure play as you can get, nowadays, to being a provider of Layer 1 cable infrastructure, both domestically and internationally. At least that is what my most recent information tells me. In so doing, they remain free of many of the capital-intensive burdens [both financially and intellectually, from a systems perspective] that plague other "startups" in their space, because they are simply providing physical routes and managed glass, for the most part. And they are getting into the more intelligent framework of providing discounted bandwidth through improved methods supported by DWDM. Thus far, that has been the extent of their departure from providing pure glass, as far as I know. If this does not seem exciting and glitzy to some, and seemingly lacks the glitter of leading edge stuff we've become accustomed to in this point and click age (which is not necessarily the case given the sophistication that now exists in the placement of glass) it is at the very least a very clean and profitable business plan they are following. In short, I've been very pleased to see them progress to where they are today, and I think that they will continue to do very well if they remain focused. BTW, I do see them getting more deeply involved in wavelength management and administration, but not into any of the more risky SONET and some of the upper layer stuff at this time, and probably wisely so, as a lot of that stuff is reaching its limit, capacity-wise, evolution-wise, and cost-of-ownership-wise.