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Technology Stocks : COM21 (CMTO)

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To: Frank A. Coluccio who wrote (133)1/7/1999 3:30:00 PM
From: Charlie Smith  Read Replies (1) of 2347
 
Frank:

How do you see this possibly backfiring on T and other voice providers, since it creates an environment that takes voice outside the grasp of a single provider's control at some point? You've got to know that this is being discussed behind the closed doors.

Mike Armstrong goes to sleep every single night worrying about this. He can't get through 5 minutes of a conference call without mentioning a "facilities based (i.e. AT&T owned) IP network." I have a hell of a lot of confidence he'll solve it for his shareholders.

Charlie
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