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Technology Stocks : RCN Corp. (RCNC) - Voice-Video-Internet

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To: lazarre who wrote (204)1/19/1999 10:21:00 AM
From: Howard Salwen   of 720
 
Why is this interesting?

Where is the synergy that is supposed to drive these mergers? These two companies seem to be in entirely different businesses. That is, the sales forces approach substantially different customers. The R&D staffs work on different problems. The marketeers have quite different challenges. And so forth... I don't get it. Where are the cost savings? As far as helping each other.. One company is an ISP which sells high speed broadband services by piggybacking on existing catv systems. The other company is an info portal to the internet. It sells to others like Quicken and piggybacks on their access to clients.. How can they help each other? Maybe something new is in the works that we don't know about. That would be interesting..
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