WCOM Message Board - Msg: 17018033

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Technology Stocks : WCOM

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To: Rob S. who wrote (9114)	2/5/2002 8:06:55 PM
From: mad dog from over there	Read Replies (1) of 11568

1st they lumped worldcom into the same heap as global crossing. Real assets are probably 100 times the size of GX. The author also doesnt take into account that while price have gone down bandwidth requirements have gone up 1000 fold in the last decade. Also the ability for the equipment to handle the larger demand for bandwidth has gone up as well. There is no situation where bandwidth or LD become free. As the cost per call decrease so does the cost to deliver the call. While the demand has gone up. Maybe not enough to support a zillion c-lecs and guys working out of their garage but there is more than enough business out there to keep WorldCom out of bankruptcy. The argument that c-lecs with bankruptcy protection will rule the day is equally flawed. While their old debts are erased they will need capital and cash flow to keep going. Do you know how many GX customers are not looking at other options to transport their data? Exactly none. Data is too valuable to not be able to access it for the 30- 60 business days it would take to get service from another provider if GX stops operating tomorrow. The companies that are most diverse will survive. Worldcom makes money from LD, Local, Internet, Wireless, and High speed data- domestic and international, managed services and professional services, and web hosting. Not many other companies can offer one stop shopping or dicounts through all products. In this economy this gives worldcom a leg up on GX, Qwest, Level 3 and the others. The only house of cards I see is the authors articles. Lots of doubt but very few facts and even less telecom experience. The only problem I see is possible accoutning practices by AA. But even if they reset earnings they cannot be much lower. If this stock goes much lower it will be on consumer fear not a house of cards

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