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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: gdichaz who wrote (131)9/6/1999 5:21:00 PM
From: RTev  Read Replies (2) of 1817
 
Sure why not, start with Globalstar and @Home and ???xDSL company???. Who would like to suggest the xDSL company? Going....going....

Let me take a stab at it. Of the three DSL CLECs, Covad seems to have jumped to the head of the gang. They recently announced that their network would reach 40% of homes and businesses by the end of next year.
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But in this market, the Bells are always lurking as a pack of wolves (to stretch animal metaphors way to far). Each of them currently has the dominant position in its home market. All of them can be expected to expand DSL service into other territories once they clear the regulatory hurdles for competition.

Of the four soon-to-be remaining Bells, two of them seem to be in the best position to become alpha-figures in the pack.
--Despite a slow start, BEL seems to have become aggressive in its home-territory rollout of DSL. GTE, in many of its territories, was an early adopter of DSL. Once the two are combined, they will have a national ILEC presence that could give them the staff and infrastructure to quickly expand their data CLEC role.
--USW took an early lead in DSL deployment which it still holds. (This despite an incredible and continuing series of blunders with the marketing and provision of the technology.) If they can combine that with QWST without giving up too much of the assets to meet regulatory requirement, then they would be formidable. The important distinction QWST has as a data CLEC is its wide-ranging series of applications-hosting agreements with Microsoft, SAP, HP, KPMG, and others.
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