>>>athm is interesting for me, as well as telcoms
re: CLEC
I am going to copy/paste this is last months info ... still good IMHO, and nice trend
To: +Larry S. (20189 )
From: +Susan Slaine
Monday, Jul 5 1999 10:32AM ET
Reply # of 20505
been chatting with ole customer ... just chatting
same one who mentioned ACCC
remember that one?
well, we have a new one to consider now .... since ACCC has been sold
the new one is CLEC
last 23 1/8
Business Summary
US LEC Corp., through its subsidiaries, provides switched local, long distance and
enhanced telecommunications services primarily to medium and large organizations in
selected southeastern U.S. markets. For the three months ended 3/99, net revenues
rose from $13.6 million to $36.2 million. Net income rose from $1.3 million to $5
million. Results reflect expansion into new markets, growth in the customer base,
increased traffic, higher margins and decreased S/G/A as a percentage of sales.
tscn.com.
Sue
standard disclaimer: no current position
To: +Susan Slaine (20192 )
From: +Larry S.
Monday, Jul 5 1999 11:00AM ET
Reply # of 20505
ACCC/CLEC: susie, I believe ACCC became Rochester Tel, which became Frontier
(FRO) - not a bad run. CLEC is one of several CLECs (Competitive Local Exchange
Carriers that were positively mentioned in I believe Thursday's Heard on the Street
Column in WSJ. Talk of how SBC will have to expand into other areas to comply with
terms of the merger agreement between SBC/AIT. CLEC, HYPT, and NXLK were
three that were mentioned specifically in that column. a few others were mentioned.
I am also becoming increasingly interestd in Paul Allen's wired world. there is a thread
on SI now, plus www.paulallen.com he has HSAC, ZANY, and many others, plus the
biggie of course is Charter Comm, which is not yet public. When it does come public,
look out. It is now the 4th largest cable company and has a visionary, capable,
entrepeneural, and rich person behind it.
OT - saw a sign in a store: "think of all the women on the titanic who passed on the
desert tray" hmmmm. larry
To: +Larry S. (20193 )
From: +Joseph M. Woody
Monday, Jul 5 1999 8:03PM ET
Reply # of 20505
CLEC CEO
Larry, I'm pretty sure that CLEC's CEO, Richard Aab, is the guy who started ACCC.
So if you are looking for them to succeed and be acquired, history as well as recent trends are certainly on your side.
Joe |
