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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (10742)3/20/2001 8:15:38 PM
From: DenverTechie  Read Replies (1) of 12823
 
Since the cable ownership percentage ownership caps decision by the court, I agree that AT&T has been busy rethinking their split up plan. But since the order only remands the ownership caps back to the FCC for reconsideration, anything is possible at this point. So you will probably not see any public response from AT&T at this point until the FCC speaks on how they plan to change the rules.

This could potentially have a huge impact on how AT&T does business. The "Grand Slam" indeed. The marketing power of bundling all these services together is incredibly powerful.

But more importantly, think about what happens in AT&T's world if the split into separate companies comes to fruition. With the switching and transport parts of the business set up as a separate entity from the Broadband segment, they would be staring right in the face of their old enemy. That's right, they would now be paying access fees for using the "new" company's switching and transport facilities just like they were paying the ILECs before they bought up TCI and MediaOne. Doesn't make much sense, does it?

On the bright side, though, it could foster quicker development at AT&T Broadband of a managed IP backbone capable of voice transmission and a "softswitch" capable of high QoS to avoid those access charges again.

Well, it's good to be back, Frank. I've been incredibly busy with new assignments at my day job, but I've been trying to keep up with the LMT and the FCTF in the meantime. I'll be here as time permits these days (doesn't take me too long to check investment portfolio anymore so there's a few minutes more each day for the LMT!).

DenverT
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