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...check that...clec rev will increase over yrs to 80+%, new media 10% down to 5%, wholesale vary from 5-8%....it is almost as though the proj with clec rev is alot easier a plug in/given based on line installed projection/ pt to multipt leverage/ past history of local/lond dist cust retention of older players like mcld,...I am only thinking out loud, but it seems to me an upside surpise in this evolving patchwork could be new media, and especially wholesale, as everyone scrambles for info, data services, and most important, access to these mkts....evaluating recent inst filings as of 12/97, some very interesting accumulators have emerged with anywher from 70K to to 500k share buys---Am express finan,putnam, invesco funds, robby steph, dean witter, berger funds, value line, USAA inv,...BT has doubled their stake to 725K...biggest insti holder remains pimco with 3.5%... and then there was Robet, who sold his 14 shares for a $126 profit ( remember his slogan, time is money---JOKE---)... |
