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

To: Kenneth E. De Paul who wrote (3915)	5/28/1999 7:35:00 AM
From: MikeM54321	Respond to of 12823

Ken De Paul, Maybe. Maybe not. But it's something I have spent almost zero time doing DD on. The carriers (CLECs and ILECs), MSOs, service providers, and backbone players, have not been a target of my investment dollars. So I can only speak napkin numbers. The only true regrets I have are missing the MSO and backbone runups. It was very obvious (with the help of 20-20 hindsight<G>) the street was going to send them through the roof. In general these players never interested me as an investment because, "Data is a commodities game." If I had invested in either the MSOs or the Backbone guys, I think I would be shifting all my investments over to the Infrastructure Building plays about now(IMHO). The MSO's have to be close to fully valued because of all the concrete numbers AT&T and Allen have placed on them. The backbone plays? Well I'm at a loss to figure out where they are in the investment cycle, and how to evaluate them. If anyone has any ideas, it would be great to hear them. I believe the most important point for Last Mile investors, is the spending for real? Well the facts prove that it is. And just think, the copper guys really haven't even begun to fight back yet. When that happens we can expect a doubling of bandwidth infrastructure spending. Another last point, as the bandwidth race begins, we are seeing a pretty clear separation between, copper and coaxial solutions. Wireless somewhat. But a few years back, we didn't know this would happen. For all we knew, copper and coaxial may have merged. But they didn't. So now we have a very competitive landscape developing. That probably means a great deal of spending while each tries to win over the customers. If the 1996 Telecom act did anything, it helped inadvertantly to deliniate the camps. Thanks, MikeM(From Florida)