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Technology Stocks : Alphabet Inc. (Google)
GOOGL 309.29-1.0%Dec 12 9:30 AM EST

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To: marc ultra who wrote (3909)11/5/2005 8:03:36 PM
From: tech101  Read Replies (1) of 15857
 
[Buying dark fiber is one thing. Building and managing a national high-speed network is another thing.

Do you guys think Google needs a partner or even to purchase a national carrier to accomplish their ambitious mission?

How many such carreirs are left to grab? ]

Message 21859242

NYT with yet another GOOG article

Just Googling It Is Striking Fear Into Companies

By STEVE LOHR
Published: November 6, 2005

......In telecommunications, the company has made a number of moves that have grabbed the attention of industry executives. It has been buying fiber-optic cable capacity in the United States and has invested in a company delivering high-speed Internet access over power lines. And it is participating in an experiment to provide free wireless Internet access in San Francisco.

That has led to speculation that the company wants to build a national free GoogleNet, paid for mostly by advertising. And Google executives seem to delight in dropping tantalizing, if vague, hints. "We focus on access to the information as much as the search itself because you need both," Mr. Schmidt said in an analysts' conference call last month.

Telecommunications executives are skeptical that Google could seriously eat into their business anytime soon. For one thing, they say, it will be difficult and expensive to build a national network. Still, they monitor Google's every move. "Google is certainly a potential competitor," said Bill Smith, the chief technology officer of BellSouth, the Atlanta-based regional phone company.

The No. 1 rival to phone companies in the Internet access business, Mr. Smith noted, is the cable television operators. "But do I discount Google? Absolutely not," he said. "You'd be a fool to do that these days."
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