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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (4178)6/15/1999 10:42:00 AM
From: MikeM54321  Read Replies (1) of 12823
 
Re: Metromedia Fiber(MNFX) and Bell Atlantic's COs

Frank,
Great post. I've got a couple of follow-up comments/questions.

When I read the details of the agreement, I immediately thought as you did. Bell Atlantic is outsourcing the work needed to be done between their COs. I can see a day coming where there is going to be some kind of merger/parternering<G>/purchase, etc. between BEL and MNFX. This agreement has to have some hidden agreements along these lines.
___________

Now your comment, "Shouldn't BEL be concerned that the upstarts will simply leap frog them, if they give away the keys to the central office?", confuses me. BEL is not giving away the part that matter most. And that is the part between the CO and the customer, right? So the way I see it, doesn't the, "local loop," become even more valuable for BEL and BEL's enterprise customers?

Thanks,
MikeM(From Florida)
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