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

To: DenverTechie who wrote (3130)	3/16/1999 12:23:00 PM
From: Crazy Canuck	Respond to of 12823

To Mike and Denver - Thank you very much! You two have provided me with some great suggestions. I do plan to carry out some significant DD on these companies. I believe that the end destination sites such as Amazon, Ebay, etc. will have their time in the sun, but they are more vulnerable to the next great concept that will come along. I do speculate on other companies, however my goal is to take any profits I make from speculation and roll these over to investments that I can buy and put away for 10 to 15 years. I am convinced that cutting edge companies in this area who are well positioned, and who are investing in their infrastructure, will be the real long term winners. I am also looking to identify similar "Best" companies throughout the Internet/Ebusiness/Ecommerce chain. My ultimate investing goal is to have representative group of companies in each area along the web hardware, software, communication, data, management, and destination components of the web. I thank you again. This has been a great help! Crazy Canuk

To: DenverTechie who wrote (3130)	3/16/1999 12:30:00 PM
From: MikeM54321	Respond to of 12823

Re: AT&T Spending Plans "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." DenverTechie and Thread, Perfect time to bring up an article in the most recent issue of Network World. I wish I could cut&paste, but don't think it's online. What they wrote is in bold below. My comments under. MikeM(From Florida) -------------------------- "AT&T is shelling out $6 billion to build more local services, bolster it's packet-voice position and blend its two Internet backbones." This is a lot of money. I think the street is just beginning to recognize this is happening now. As I believe I stated before, the FCC approved the T/TCI deal with a contingency that AT&T walk the walk (ie. spend billions). The FCC's Kennard has said this just about everytime he brings up the deal he approved. "The aquisitions [TCI and TCG] give AT&T last-mile access to business users through TCG's local-loop networks and to residential customers through TCI's hybrid fiber-coax network." This is the Antec (symbol:ANTC) connection that Denver has brought up. ANTC supplies just about everything needed to do the HFC upgrades, including cable telephony equipment. "AT&T is also beefing up its ISP network with a slew of Cisco 12000 Gigabit Switch Routers and with the addition of new ISP peering connections." First time I've seen this information (although it proably isn't new news). Must be referring to AT&T Worldnet. "While putting much of it's focus on data, AT&T is also preparing its circuit-switched network to handle both traditional voice and packet-voice traffic." AT&T's plans call for spending less on Lucent's 4ESS switches and migrate to Nortel's DMS Succession and Lucent's 5ESS multiservice switches. Multiservice meaning they support both circuit-switched and packet-based traffic. A good example of NT and CSCO developing products for ease of migration to the packet networks of tomorrow.