Marshall,
First off, those figures that you cited were hypothetical, or guesstimates at best. I said that until we knew the actual numbers of several other criteria, would we, in fact have a solid foundation to base our estimates on. All we can do is make projected analysis based on what we have now, which leaves much to conjecture.
As for how FTEL would benefit from FNET, actually, I am glad you asked, because I think many are unaware of the real meaning and purpose of FNET. Now, again this is my interpretation, so it really serves no other purpose than to demonstrate what I feel most people have missed in their assessment of FNET, most are only looking at it for the IPO leverage, but there is lot more to consider.
First of all, FNET has the potential to be Franklins largest customer, worldwide in scope. Every POP, needs a Voice Server, every POP has the potential for using the D-Mark or Cyclone, not to mention, any other routers or other forms of communication equipment on the drawing board. All this, plus the potential of creating a steady stream of cash flow off the service end of what FNET would generate. One other consideration, since FNET is geared towards the Corportate end user, and WCOM's Gridnet is squarely aimed at that customer, than this will open doors for other equipment sales into the Corporate account, for such things as intranets, intra corp voice servers, video teleconferencing, etc.
So, you ask what role FNET has in playing a contribution to FTEL, it's monumental in scope regarding the ramifications and projections that could be brought forth by this entity called FNET.
Hope this helps, but please do your homework and call FTEL at 1.805.373.8688
rb |