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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Bernard Levy who wrote (3730)5/15/1999 8:27:00 PM
From: MikeM54321  Read Replies (1) of 12823
 
Bernard,
Well when I read the story, I thought exactly what you did. DOA at the FCC AND the Qwest deal that was shot down only about three months ago. I had forgotten it was US West-Qwest? My guess is that US West has nothing to lose by trying again, especially now.

The climate (due to the uproar caused by AT&T's brillant cable plant positioning) is ripe for another shot at a LD deal. It will be very interesting to see how FCC rules on this round.

BTW this is not news to Armstrong. I believe he directly stated that he knew that the FCC would soon be allowing the ILECs to do long distance so he wasn't going to waste any time building out the cable plant for local services. He said he will need the local services to replace lost long distance revenues when the ILECs become competitors.
But I bet Armstrong didn't think it would happen this soon.

Ironically, if it happens, I get a feeling that it may delay the ILEC's broadband rollouts because the ILECs will be so focused on doing long distance.

I really wish US West went to the FCC to request, once again, that if they build their broadband networks, then they don't have to let competitors piggyback on it. I think the climate for the FCC agreeing to that request would be much more favorable than letting them do a long distance deal.

All just IMHO.
MikeM(From Florida)
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