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Technology Stocks : METROMEDIA FIBER NETWORK (MFNX)
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To: ahhaha who wrote (540)9/14/1999 8:04:00 AM
From: Frank A. Coluccio  Read Replies (1) of 1983
 
I think that the buying elasticity may have just been altered by some measure by CSCO's joining in, and by some other not-so-obvious attributes of MFN which have thus far only been associated with a pure bandwidth play. Re: the Cisco factor, I'm referring to their partnering announcement yesterday, with MFNX, in the metro Gigabit Ethernet space. Maybe this is nothing which is overly significant at this time for either party (other integrations of this sort are now becoming common place in a very quiet way, but none of them thus far have had the splash of a Cisco)... but it opens up a new dimension of awareness and marketing for them for their untapped supply. This will place some additional "meat" on the table, as you say. They have a lock on this sort of thing in the markets they serve, because the ILECs wont, and the regular CLECs cannot at this time (heck, most CLECs are dependent on MFNX, too), supply it on the same scale.
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