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Technology Stocks : WCOM
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To: Lizzie Tudor who wrote (10627)6/13/2002 10:27:13 PM
From: BEEF JERKEY   of 11568
 
Hmmmm Can Q go after the Neighborhood?

I'm not sure that's a given yet especially considering of the five states you mention, four have to be among the least populated, so far it's a small victory. Actually I wouldn't worry much about Q or any of the baby bells - I doubt they have the set up to compete with WCOM right now - even if they had the regulatory approval.

WCOM does have the UUNET back bone and MCI long haul proprietary networks. I think this is a distinct advantage over anyone trying to offer similar to "the neighborhood" using a piecemeal cobbled together system over variously owned networks. I'm quite sure that one of the things that enables WCOM to offer this service nationwide is simply the size and capacity of their networks.

I'm quite sure ATT and FON will go after WCOM here in this space but it remains to be seen if they can compete at the level set by WCOM. Even if they can it would take quite a while to catch up, regulatory approval, capex, etc. and it seem that "first mover" will be a big advantage here. Once someone is signed up for a "neighborhood" type service I should thing you would have to be able to save at least $5 to be motivated to switch. Here WCOM has a huge lead. They could sign up 6 - 10 million subscribers over the next 18 - 24 months possibly even more. This is something I am looking forward to knowing more about tomorrow.
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