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Technology Stocks : METROMEDIA FIBER NETWORK (MFNX)
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To: Frank A. Coluccio who wrote (194)2/12/1999 1:39:00 AM
From: SteveG  Read Replies (2) of 1983
 
Hi Frank-

Two comments to add to your analysis.

1) Crowe and LVLT are pushing the envelope. There are many who think an all IP approach is a very high risk homerun swing. I tend to agree.

2) And don't forget to consider Williams in any analysis. The new WilTel should IPO in next couple of months. These guys really know their stuff - as you know, they have the original team onboard with the under the belt experience of building the first fiber network (now part of WCOM) and they are doing things very different this time round. For instance, they are engineering their network with repeaters every 40 miles versus the industry standard 60 miles. They know networks and talk to ALL the cutting edge xWDM folks, like some of the founders of CIEN who are working on next generation tech that will seriously amplify bandwidth muxing optimized at 40 mile intervals. I'd keep an eye. Current WMB owners will still own a piece, and might even get some spunoff shares of the IPO. (..and an oil rebound kicker).

Steve
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