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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: axial who wrote (8979)	10/23/2000 9:26:48 AM
From: justone	Read Replies (1) of 12823

Jim: Actually, I think Mike is in a strong position, if he does it right. The important thing to the consumer is ONE BILL for all services, with bundled pricing discounts. Also, one point of content would be nice. Now it would be nice if ONE BILL came from one company. But with the proper "branding and licensing" agreements (ONE BILL enforcement clauses), then breaking up ATT might improve their chances with other cable companies without sacrificing the ONE BILL. The ATT service company could provide the ONE BILL and one point of contact for customer care, and have cross licensing agreements with the various "ATT-lets" for wireless, long distance, and cable. He can also more easily make content agreements for things like VOD. Meanwhile, he 'break ups' ATT, makes the street happy, increases shareholder value, and generates cash for the cable multi media roll out. So I will be looking to see what the licensing agreements are. If I were on the board, I'd go for this. They haven't asked me to join yet though.

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