SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : RCN Corp. (RCNC) - Voice-Video-Internet

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Barney Dunn who wrote (5)1/24/1998 4:20:00 PM
From: William Nelson  Read Replies (1) of 720
 
How is the service from these guys? Did they deliver on the half-
hour window for service they promise? That's one thing I hate about
cable-sitting home for a half day or more waiting for the cable guy
to show up during the 4-hour window they give.

I also think this company is going to do very well, but it's certainly
not cheap now. What I like about them is they are going ahead and
laying fiber to people's front door, which has got to bury cable
eventually. Sounds like the future to me.

I also like the use of power company right of ways. With this, both
companies win...wheras if cable companies run fiber along their
right of ways, it's not as great an investment as it takes business
from the cable they already put down. Forbes pointed out that cable
cos. also might not be able to afford to run fiber. I bet Time Warner
could find the funds but won't....

Other clecs like ICIX and ICGX have did great last year. They both
have much heavier debt burdens than RCN, and rather negative
book values. RCN seems to be the only one operating in the really
concentrated areas, esp. NYC...I can't understand why unless it's because they thought of the power co. angle first.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext