[the stakes go up: aol/gte]
Hi Tom,
don't count the home team out yet...tho does seem a little ahead of schedule .. if no.. what the hey, there's always europe... ;)
if yes...it wouldn't exactly be be out of the blue.. as discussed previously the gte/fujitsu connection is significant..
and if yes, expect the undercurrent to be... it was only because of price... would expect that the winner might well have come in lower than the competition... but that doesn't have to translate into losing $...
would think that low price doesn't necessarily discount the elegance of the solution, and in some sense might point exactly towards engineering efficiencies...
would think that the bottom line would be silicon related... 20-40% of cost... no?... and new silicon soon... (with fujitsu... so... no third party markup required)... still think this is the key (and will try contacting n. cole)
interesting times...
s
from today's San Jose Mercury News"
...MORE ALPHABET SOUP FROM AOL: Remember how America Online Inc.'s (NYSE, AOL) stock jumped when the company raised its flat-rate monthly prices earlier this year? Watch the sizzling stock in coming days when the company is expected to unveil another revenue-generating deal.
AOL and long-distance carrier GTE Corp. (NYSE, GTE) are expected to announce a high-speed Internet access service in five cities for $50 a month, according to an analyst who watches the companies.
The service, known as digital subscriber line, or DSL, transforms plain old telephone lines into high-capacity data lines and for several years has been one of the great unfulfilled promises of the telephone industry.
DSL service can cost as much as $150 a month. That will make the offering look like a bargain for customers in San Francisco, Phoenix, Boston, Washington, D.C., and Birmingham, Ala., according to the analyst. Representatives for AOL and GTE declined to comment."
mercurycenter.com
--
Telechoice commentary:
"... TeleChoice believes that this is out of the GTE Internetworking group, formerly BBN. TeleChoice also believes that GTE ILEC is on the verge of its long-awaited announcement. We expect an announcement of the ILEC DSL plans within the next two weeks, and that the vendor selection will send some waves through Wall.Street. More on this later..."
telechoice.com |
