Personally, I wish Messagemedia would not have released that bit on Steve Harmon today... Suggests they are in to touting their stock.
Harmon is the first analyst, if you want to call him that, that I've seen that didn't have a call on earnings. I'm not sure who he is or what he is about.
His sound byte "ATT watch out for MESG" makes a good clincher, but I'm confused. I've always considered ATT's core business as proving the wire and cable that makes telecommunications possible and MESG as providing the 1's and 0's (ie., content) that flows through that wire and cable. As such, both companies need each other.
If MESG requires more bandwidth to work their magic, fine, ATT will give it to them and they both make money. Anybody who has run an ISP knows where the money goes -- it goes to the telephone company. In short, I don't see MESG threatening ATT cuz I don't see them laying any cable. They just rent it like everybody else.
The fight will be between domains. If congress allows domain opt-outs, which it probably will to keep the ISPs happy, then we will see a real fight. IMHO, this smoke between ATT and MESG is just that.
Sorry, but that's how I see it.
BTW, MESG moved to 21 today. Guess my little birdy was right. MESG would move higher before it would see 17 (#reply-10462211, see last paragraph).
BTW2, my little birdy has no call for tomorrow YOYO.
BTW3, that's "You're On Your Own".
I'm out'ta here! |
