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Technology Stocks : Winstar Comm. (WCII)
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To: Mr. Whist who wrote (3320)1/9/1998 7:42:00 AM
From: WWS  Read Replies (1) of 12468
 
Jack, series of four articles in WSJ-online this a.m. about yesterday's deal for TCGI and about the state of competition for local and LD markets. Did you ever subscribe? To summarize the articles: (1) they liked the deal from AT&T's perspective, (2) TCGI's president/ceo is a former employee of MA Bell, now returning, (3) most of TCGI's efforts to date have focused on the big buildings (e.g., UN Bldg.) and big corporate accounts (e.g., Merrill Lynch), which MA Bell is also targeting. In view of this news (and your stats on the CLECS) you'd think that the Baby Bells might be in trouble, but not according to the WSJ article in Heard on the STreet column. They said that the RBOCs have been able to fend off significant local competition (all CLECs combined have just 2% of local business among them) by a combination of regulatory and judicial delays and protests (like the recent unbundling decision) and simply dragging their feet on implementing interconnect agreements (e.g., MidCom's demise, IMO). Bill.
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