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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: elmatador who wrote (5111)9/4/1999 10:11:00 AM
From: MikeM54321  Read Replies (1) of 12823
 
elmatador,
I agree with what you wrote in one respect. But in another, I don't believe voice was ever intended to be a major revenue generator for the new generation backbone players. If the price of the backbone guys are being driven down by the price of a long distance call, it's not rational. But maybe this is not what you are saying.

It's data the backbone guys were always interested in. Data growth will eventually make them extremely valuable no matter who they team with. They can go it alone, team with ILECs, team with data CLECs, or team with MSOs. It makes no difference. Their time will certainly come again no matter what they do.

I think Nacchio was seeing some problems on the short term horizon, and this is what he wanted to shore up. In doing so, he caused a panic on Wall Street. That's why I think the backbone guys just may be an good investment now. But it's only IMHO.
MikeM(From Florida)
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