WCOM Message Board - Msg: 9096753

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Technology Stocks : WCOM

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To: Doughboy who wrote (4228)	4/23/1999 5:16:00 AM
From: JM	Read Replies (1) of 11568

Agree with your synopsis. My $0.02 FWIW: Att will make up the margin difference btwn residential and business with volume. With this deal they will have over 27 Million out of the over 100 million homes with cable tv. They will have to spend $$, but once upgraded, an HFC cable infrastructure can handle voice, data, video at very high speeds (speeds faster than ISDN,ASDL I believe). The cost per home for local access will be cheaper than laying new fiber, and will not face the regulatory scrutiny of an att trying to buy a regional local service provider. The communications pie is big enough for multiple profitable niches to be filled. Seems att is focusing on the consumer, while WCOM is focused on corporate business.

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