WCOM Message Board - Msg: 9344326

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Technology Stocks : WCOM

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To: John F. Dowd who wrote (4394)	5/5/1999 7:05:00 PM
From: limtex	Read Replies (2) of 11568

JFD - The simple answer is that if NXTL were such a fantastic bargain there would be a real fight to buy it. I say again the mobile market is going to get very very competitive, much more than it now is. Sure the company can grow and takeon new customers. But you don't buy a company for a year or so and in a year or so with 3G coming along the competition is going to be bloody. Sprint, Vodaphone, At&T, and the rest you name them...are going to go for eachother and margins will drop. On the other hand the fixed wireless business has very few competitiors and no tough marging competition and plenty of new opportunitities especially for a quasi internet group like WCOM. Customer churn is going to be far less and the opportuinties are expanding by the day. The CAWS move was brilliant if they can get the equipment to work or go buy a fixed wireless company at far less than NXTL might have cost. Anyway looks like the market has voted. Best regards, L

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