Doc,
I posted this on Yahoo and thought it might be of interest.
A couple thoughts.
LVLT and RCNC want to build a facilities based nationwide door to door fiber optic network. Think of RCNC and LVLT as one entity since LVLT owns about half of RCNC. I think you will see them acting that way in the future. So when RCNC buys capacity from QWST it's really just part of the plan.
By snatching up ISP's RCNC is buying a whole lot more than an ISP. In the near future when RCNC rolls out high speed internet access who will buy it? ISP customers of course. (Oh yeah, please don't show your ignorance and use xDSL and high speed internet access in the same sentence. Sprint is going to roll out an antique technology NEXT year.)
So when RCNC offers true high speed access to it's ISP customers they will snatch it up, most likely along with a bundle of RCNC services.
In time they will transmit data over LVLT's national fiber optic network to other metropolitan areas that RCNC enters.
Get the picture door to door, nationwide, fiber optic.
Finally look for M&A. It's probably already laid out. Some combination of RCNC, LVLT, QWST, WMB, WCOM, IIXC, etc.
The establishment (Sprint, AT&T, TW, the Bells, Viacom, etc.) will become case studies in business school text books. "How to turn a monopoly into a pile of #%@*."
L |
