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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: sammaster who wrote (36949)11/13/2000 4:08:06 PM
From: virtualsignal  Read Replies (1) of 436258
 
sam re: t wcom fon (vs) sbc vz
it's the business model, imo

the first group is trying to break itself up into specific business lines (sort the winners from losers via tracking stocks) while the last set is positioning itself for the TOTAL PACKAGE (land line {copper/fiber}, wireless apps {cell, beeper, web} and moving in on the the biggie, LD, not for the five cents a min stuff but for the net pipe stuff), maybe someday they will even sell a virtualsignal LOL.

also the customer base, cash flows, leverage are very heavy in favor of the latter group.

oh yeah, I'm a wee bit biased :) so fwiw...
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