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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: willkm3 who wrote (31869)9/19/2000 12:47:26 PM
From: StockHawk  Read Replies (1) of 54805
 
Is AT&T next on the Q's list?

Wow, Eric, how did you dig that one out?

I did a little looking around on links from the site you posted. It is from AT&T's SERVICE PERFORMANCE ASSURANCE DIVISION. This is what they say they do:

"Our studies are designed to evaluate the quality of
voice, data, facsimile, video and network reliability. Our testing and
monitoring are from the customer perspective, on an end-to-end basis, for
both existing and new services..."

"WE ARE a group of statisticians, engineers, scientists, technicians and
project managers who are highly experienced in the field of
communications quality and network performance."

"WE HAVE analyzed the performance of AT&T's network and services
using precise measurements of both technical parameters and customer
opinion...Our analyses are the basis for AT&T's defensible claims
of superior quality.
Our data are processed with thorough statistical rigor
and have withstood the test of competitive litigation. "

Based on the above, I don't know how much we can read into the fact that they are testing CDMA, but perhaps it is a first step in the right direction.

As an aside, two weeks ago on a Saturday I was in a very crowded Verizon showroom. I was there to finally switch over from my AT&T TDMA phone to a Verizon CDMA. I was with my wife, who already had a Verizon CDMA phone that I had observed to work better first hand. On line in front of us were two men. One was a Verizon customer. The other, his friend, was cancelling his AT&T service to switch to Verizon. We overheard the first friend explain about CDMA and why it was better. That is a tiny sample in just one location, but I can certainly see Armstrong making a bold move if they forsee a risk of losing customers.

StockHawk
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