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Technology Stocks : Winstar Comm. (WCII)

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To: Bernard Levy who wrote (9485)12/6/1998 1:22:00 AM
From: DreamWeaver  Read Replies (2) of 12468
 
Bernard, ** OT on CLEC's **
With all due respect to your knowledge of the forces and technologies of this grand great industry, I just don't see them (the CLEC's)as long termers in telecomm. Too much BIG money to make sure of that and "market" them right out of exisitence when the time is right. It seems that we could expand your list of CLEC's and want to be Clec's to the hundreds... What does it really take, besides a termination point in an end office and maybe a small switch/PBX/router...(outsource cust. serv. and billing) Not much capital required really. Opportunity to make some dough trading them in the short term I suppose. The RBOC's will allow some of it to go on since it is in thier best interest to look to the FCC as if they are "opening up the local market"
Simple, expandtion after deregulation, then contraction into a core group of 4-5 business that support end to end bundled service IMHO. Is this not what happened to the airline industry in '82 ??
DW
P.S. I'd like to take a look at the bus. cases and financials of all these 1010-131 outfits!! They too seem like flashes in the pan.
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