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Technology Stocks : WCOM
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To: SDR-SI who wrote (3069)7/29/1998 7:38:00 AM
From: Scott Wedel  Read Replies (2) of 11568
 
The intent of WCOM is to provide services to corporations. They have not shown any great interest in consumer markets. MCI fits well with WCOM since MCI has large data nets other than IP/internet. While internet gets all the attention, companies want frame relay, ATM and so on. Internet connections have security and availability issues. MCI is either #1 or #2 for most every data network and thus fills out WCOM's offerings to corporations.

MCI's customer base is important since business traffic peaks in the middle of the day while consumer traffic peaks in the evening. So the customer traffic uses otherwise unused bandwidth if there is enough business traffic.

I would be very surprised if WCOM went after any RBOC or cable company. I think WCOM would be much more likely to go after some company offering telecom services to corporations than the consumer market.

As for ATT and BT's joint venture, I observed from the periphery the working of Concert (MCI & BT). It was full of people from both companies that wanted to do things (design nets, equipment choices) the way they had been doing. So for everything there was the BT way or the MCI way. To compromise they often choose neither and created all new problems that neither company wanted to deal with. It was this problem that inspired BT to try to buy MCI in the first place. I'd be very surprised if ATT & BT's venture gets many more customers than what ATT and BT initially give it.
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