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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony

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To: Kenneth E. Phillipps who wrote (956)	7/10/1998 9:56:00 AM
From: Frank A. Coluccio	Read Replies (1) of 3178

Ken, you're quite welcome. I think that we can look to the BOCs to start spinning off some of their less desirable business units soon, if they don't get what they want in LD. There's a school of thought that says that the LECs would like to spin off their local loop action to integrators and other purveyors, and concentrate on [a yet-to-be-defined, in my eyes] core business. Divesting such entities would serve to counter your astute argument, I think. I recall Brown making this point also, either in the Lightwave editorial I posted here last night, or another one in his series. After all, isn't this what T did in '83/'84? At some point the process becomes cyclical. I think I can hear the axe and the blasting caps chipping away at the foundation, already. Regards, Frank C.

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