Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: GHowe who wrote (184)	11/2/1999 10:11:00 AM
From: Stephen L	Read Replies (1) of 1782

Bury or Pass By? There are certainly huge economies of scale and scope for the IP/WebHost/SecureDataCenter... Net services to be developed internally by the various BB carriers. Abov may have been pricey, but it gives MFNX a great first mover advantage in peddling wholesale telephony. GBLX's GlobeCenters may move in that direction as will other telecoms. Still, I can not help but wonder if there are some customers that will prefer "carrier neutral" web hostes. I'll grant you that they will be the minority, but I suspect EXDS will last as a stand-alone.

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