Hi James - before we got into a shouting match, again, I am here to learn, not to diss. You are right that CNCX has the customer base, which is a big deal. So, that is no doubt about it. The flip side is that INTC just start this gig, so having 0 customer is essentially a good gimmick, for the Street, to trumpet its *growth*. I think T got out of the web hosting biz, or at least has deemphasized it in recent time. Back in the inception days [as an ISP,] T did attract a lot of people, until T failed in the service department. If CNCX excels in it, it is good. However, one should not discount INTC before the facts.
The worry I have is that INTC indeed may go the deep pocket approach. Like it or not, this is the time honored Gorilla approach, isn't it? Be it AOL, MSFT or INTC, granted some are nastier than others. Right now, INTC is planning 13 [?] centers, with 1 already switched on. That suggests its time-to-market efficiency. And if indeed it has budget 13 centers for full deployment, I am not sure if it concerned itself with the short term bottomline. Again, a typical gorilla tactics.
I am not here to defend INTC, while its core is still chips, don't tell COMS that INTC isn't successful in muscling into the NIC arena.
Honestly, I hesitate to ask these hard questions here, without knowing the irk I may cause to the longs here, but based on my own miserable experience of not worrying about the downside, I think it is a genuine service to allow people to see the whole picture. As my first post pointed out, my concern is that no one in the analyst community has bothered as at least mention it. Why? It is possible that the same company is covering both INTC and CNCX, and decides to avoid contradicting itself.
Anyway, unless others have additional insight, I think my query here has run its course. In the end, you may be right that INTC could fail, but dissing INTC wouldn't help CNCX, for there could be another hundred of INTCs out there wanting a piece of the action, then what? I guess my point is that I was hoping to see the positives of CNCX and not the negatives of INTC, in order to get me to say "I want to buy this stock no matter what."
good luck
best, Bosco |
