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Technology Stocks : copper mountain CMTN

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To: Sir Auric Goldfinger who wrote (1028)10/11/2000 12:15:45 AM
From: P314159d  Read Replies (1) of 1226
 
It is hysterical, absolutely!

That you could post such an article, SAGfag, that shows the positioning of the ILEC industry, particularly in local distribution

>By contrast, the giant local phone companies--SBC, Verizon, and BellSouth--look
well positioned. Their local networks are costly and complicated to replicate, so
they're facing relatively little competition. The local-phone giants ''own the last
mile, and that's an asset that won't be duplicated,'' says Invesco's Hayward<

Now, WSTL has both of these guys as biggest customers. Number 3 is BT which is slated to a similar "action" in preserving the local loop in England next year. think they fail? Nope. Rain on flyboy,

Even Copper has a reasonable shot at the VZ biz due to NPNT installed base.

Ooh yes, Bell South? soon to be added to the fold, next qtr for WSTL. I don't know how CMTN stands there.
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