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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 (3491)	4/28/1999 2:39:00 PM
From: lml	Respond to of 12823

Mike: I wouldn't necessarily take my own narrow opinion of what the telecos need to do over the longer term as a "green flag" to invest in the stocks you mention. Isn't there a lot of people laying fiber today? I don't think this extension of the fiber plant beyond the CO is going to necessarily happen in quick fashion. It's obviously an expensive proposition for the telecos & I see deployment accomplished on a very cautious basis after thorough economic analysis that demonstrates a worthy ROI.

To: MikeM54321 who wrote (3491)	5/20/1999 4:38:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"lml, Music to my ears. News like that gives me more confidence to sit on my International Fibercom (sym:IFCI) and AmeriLink (sym:ALNK) investments until Wall Street finally figures it out(IMHO)." Thread, Another FWIW post. Another way to invest in the "Last Mile" sector are the actual companies doing the brain/brawn work behind the building of the, "Internet Infrastructure." I believe a lot of these companies do derive substantial revenues from last mile work and I only see this increasing a the DSL/Cable war heats up. lml, I forgot to answer your question, "Isn't there a lot of people laying fiber today?" Well the answer is no. Not really. There are three major players. Of the three, only one gets it revenues primarily in the US and that is Dycom Industries (it's been a year since I did heavy duty DD and I'm doing this from memory). Some of the big backbone players, I believe, have their own guys doing the work. I believe, that as demand for their services increases, the big three public companies can only resort to purchasing smaller companies (because of the 24 year low in the unemployment level). I don't know exactly what is happening, but since my post above on April 28th, ALNK has run up 54%. Quite substantial. It's currently halted for trading, and I'm guessing someone must be buying them? Maybe the news is bad? Anyhow, just thought I would toss out a new investing sector for last mile investors. I think it's pretty interesting but not nearly as technical as other ideas tossed around on this thread. Again lots of DD required. MikeM(From Florida)