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

To: Frank A. Coluccio who wrote (4015)	6/3/1999 1:03:00 PM
From: Herc	Read Replies (1) \| Respond to of 12823

Which ADSL company would you buy now? Cais, Covad, NorthPoint, or Rhythm Net? And why? This will no doubt be a huge growth industy over the next several years.

To: Frank A. Coluccio who wrote (4015)	6/3/1999 4:21:00 PM
From: Bernard Levy	Read Replies (3) \| Respond to of 12823

Hi Frank and others: Do any of you have a precise picture of the competitive product landscape with respect to DSLAMs, DSL concentrators, etc.... To make the discussion more specific, does Copper Mountain have products which would justify trading at 30 times sales? I notice that DSL CLECS such as Covad, Rythms, etc.. constitute the bulk of their customers. How does the DSLAM market targeted towards ILECS look like right now? Who do you think has the most attractive products and/or will dominate this space? I am primarily interested in a critical review of competing products. Best regards, Bernard Levy