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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..]
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To: SteveG who wrote (449)6/24/1999 11:19:00 PM
From: ftth  Read Replies (1) of 1860
 
Hi Steve, what's your view on this comment from the Merrill report you posted:
>>Additionally, we view the USW/GBLX combination as a negative
>> for the pure play data-CLECs such as Rhythms NetConnections
>>(RTHM, Covad (COVD) and Northpoint (NPNT) as we expect the new
>>entity to aggressively push DSL-based data services both in
>>and out of region.

Though it's certainly not a positive, there's a lot more to the DLEC game than "pushing service." You could even argue that's the wrong way to approach it for the business market. Even the three so-called negative beneficiaries have different operational goals, business objectives, OSS platforms, and SLA's, which would be impossible for any single entity to replicate.

Although it remains to be seen which of the DLEC's will be truly successful, to assume that the merged entity will have some notable negative impact on the DLECs when the merged entity has yet to fashion a detailed business plan, create operational goals, or integrate a deliverable package that business customers want is quite a stretch of enthusiasm, IMO.

You could also make the argument that the DLECs should be quite capable of forcasting the approach taken by particularly the USW part of the combined company (especially RTHM) since the top brass in the big 3 DLECs are mostly former CLEC senior execs.

dh
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