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Technology Stocks : COM21 (CMTO)

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To: Yong who wrote (2007)	3/30/2000 10:43:00 AM
From: pat mudge	Read Replies (1) of 2347

AT&T has to lure not only eager-beaver Web-heads, but long-distance customers who currently don't see much lure in high-speed access. That means service incentives and promotions similar to the high-speed demos AOL plans to run in conjunction with Sears (S). For example, AT&T might give away free cable modems to make customers interested in high-speed cable Net access. But once AT&T uses its network to offer customers local and long-distance phone service, plus Internet access and cable TV, that network will have to run flawlessly: The loss of such a 'bundled' customer would be a costly loss indeed. And helping to make the network run flawlessly is where Excite At Home comes in. We've known for some time TCI and Excite@home wanted DOCSIS, now it's pretty clear they want voice. The BR3300 has backwards compatibility to voice. Besides CMTO and I believe GI who else has this ability? Pat

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