Joe,
Okay 2 parts, so Let's handle em like that <VBG>
Well, OK, let's say that most people wouldn't understand the article.
First, it only take a few institutions to crank out the fire
power we saw yesterday. But, MAINLY, the institutions got
their "preannouncement news" straight from COMS officials at
the BLOOMBERG Analyst meeting. That's the way I interpret it.
What we read was just a sloppy report of that meeting, meant
to appease the public. The first ones to get the "big" news,
where the analysts, the next ones were the BLOOMBERG special
clients, then dogs like us are thrown some scraps. All those
big blocks sells, IMO, were institutions that directly heard
and questioned COMS officials.
IN a nutshell, yes, and now that the instituions are in they aren't going to want to lose money so they will bouy the stock whenever they can. They are on OUR side now.. this is a refreshing change. Anyone that wants in from now on will have to pay the price and it's not going to be cheap. $50 by earnings in completely possible.
Now onto the T stuff.
Well, when I say "the TCI deal", I include that to mean that
COMS is providing end-to-end CABLE MODEM solution, which would
include the total-control hardware. I figured, that was it.
What else do you think COMS could contribute to the AT&T's needs?
What other type of equipment does AT&T need? Core network equipment
won't be supplied by COMS, I don't think.
COMS will be providing end to end cable modem. But At&t want to run voice over the cable lines as well. This will have to tie in with COMS cable equipment. This also means that in all likelihood COMS equipment (corebuilders probably) will be used on backbone segments before T gets out to the big pipes (i.e. metro area corebuilders tie together all the sub-nets to a big pipe).
T wants to run VOIP. Not only on a national backbone, but also locally in heighborhoods. T wants to be your local phone service provider and your long distance company. You will buy a special adapater from T that hooks you cable line to your phone and you talk that way. What are the advantages. Well, for one it's a lot easier to add multiple lines. All you have to do is tune the little box to a unique IP address and have T activate it (if you want to call it that). There are so many benefits to this technology (T will charge for the new line, but won't pay an extra penny for it's operation), etc.
Is that a little more clear or am I still being to fuzzy, if I am I can take the time to bang out a _LONG_ post on who this will all work.
Steve |
