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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 (3128)	3/16/1999 11:54:00 AM
From: DenverTechie	Read Replies (3) \| Respond to of 12823

I would have to second Mike's motion that it is really tough to pick out 3 stocks in the communications area that are best positioned to thrive in this area. I would also agree with his initial choices of Tellabs and Nortel. I have worked with both companies for many years, know their management, engineers and products. Both are extremely solid and well positioned. Excellent investment choices. Emphasis on the investment, these are not for speculation. I would also recommend ANTEC (ANTC) by virtue of being involved with all of HFC and their contract to supply Cornerstone to TCI (now AT&T). That deal is too big to be ignored. In the DSL world, it's pretty wide open, but Alcatel and Paradyne are right now the best positioned, in my mind. But this is purely subjective and the DSL market is so immature right now that I wouldn't put a lot of "stock" in these suggestions. Much more DD needed on these before investing, for sure. In the services sector, I would look very closely at Qwest and Level 3 Communications. They are both top notch network operators building lots of bandwidth capacity, and especially Level 3 who will have a native IP network as their backbone. Please note that although these 2 companies are not specifically "last mile" players, they affect the ability of the last mile to function efficiently and effectively. You can't separate the 2 in my mind. You can all the bandwidth in the world in the last mile but if there's a bottleneck at the backbone connection, it won't do you a bit of good. Hope that helps, along with Mike's thoughts. Maybe if the field were narrowed a bit we could home in on it better.

To: MikeM54321 who wrote (3128)	3/16/1999 12:38:00 PM
From: Raymond Duray	Read Replies (2) \| Respond to of 12823

Crazy, You might also follow another Canadian, NN as well as NT. It appears to a simple guy like me that the ILECs are assuming a very defensive posture which won't make xDSL ascendant. For the next 2-3 years, the action will be in provisioning HFC. After that FO and LMDS will be maturing at a nice clip. SatCom is a future technology, and IMHO, it may always be. If a company doesn't talk IP, steer clear. CDMA is now being very well accepted by a large percentage of the sector. I would further suggest a reading of "100 to 1 in the Stock Market", by Thomas Phelps. Though printed in 1972, it still holds many valuable lessons. One in particular regards a fellow who did extnsive research on a list of 50 potential winners. He eventually put all his money in one basket, Haloid, in 1957, and watched that basket very closely. Beware of spreading yourself too thin as you try to catch the "gorillas" in several sectors. Likely you won't have the time to keep up on all of them and dissipate your potential in the haze. JMHO HTH, Ray