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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 (3565)	5/6/1999 12:01:00 PM
From: MikeM54321	Respond to of 12823

Re: WSJ's Last Mile Articles Thread, Today's WSJ was full of articles concerning many topics of interest to this thread. Articles covered the full gamut of last mile solutions; Cable, Wireless, and Copper. Cable -- On page B1 was a front page story of all the players involved in all the myriad of cable plant deals and it's ramifications. Wireless -- On Page B4 was an article on how the major long distance competitors of AT&T are trying to play catch-up to AT&T's cable plans. The article goes into detail on how Sprint may attempt to compete for the last mile via wireless solutions. Lot's of details on their plans are included. Copper -- Then on page B5 was an article on NorthPoint Communications going public. They said they were among three recent IPOs of DSL providers. There is some good detailed information regarding who the backers of NorthPoint are. MikeM(From Florida)

To: MikeM54321 who wrote (3565)	5/6/1999 12:16:00 PM
From: MikeM54321	Respond to of 12823

Re: Channel Commercial -- AT&T/TCI/Comcast/MediaOne Thread, For anyone looking for a conservative, value play that should participate in last mile spending plans of AT&T, may want to consider the microcap, Channel Commercial (sym: CHNL). Since I listened to their entire conference call, I thought I would just quickly summarize it for anyone interested. In listening to their CC, a lot of the Q&A concerned AT&T spending plans. I was surprised to hear, they have 90% plus of the TCI and Comcast enclosure business. Plus they consider MediaOne a great customer. Before the buyout talks began between MediaOne and suitors, CHNL had a three year contract for $30 million with MediaOne. Considering CHNL has about $90 million in annual sales, this was pretty significant. They expect it to be re-instated (once AT&T starts the upgrades for MediaOne cable plant), but are being conservative and NOT counting on it in their current forecasts. CHNL apparently hasn't built into their forecasts, much extra business they are very likely to be receiving from, TCI, MediaOne, and indirectly Comcast, because of AT&T's general spending plans. CHNL certainly isn't the most exciting company to invest in, but it's about one of the most conservative plays I've found for those who want to take little risk, yet partake in the building of the new networks that will allow broadband access to the home. I was impressed with their conference call in the respect they didn't do much hyping. They are currently positioned quite nicely to take advantage of spending plans by both cable companies and Bell companies as they build broadband networks to the home. The biggest negative I can see is, it's a microcap. And we all know the story of the Russel 2000. All IMHO of course. MikeM(From Florida)