This Bell Atlantic Video thing is annoying, flick.
Firstly, I resent that Bell Atlantic can't give me a clean phone line and here they are running a Net butterfly subsidiary. No matter how you gimmick up the accounting, rate-payers are subsidizing this adventure and won't ever benefit from it.
Secondly, AXC should be in this business (and maybe it is!). Believe it should be easy to sell against BEL's service. Heck, they only seem to have 3,333 hours of material under "management." That's peanuts. Furthermore, they have no proprietary technology and, no matter how they dress up, they're still just a low-tech RBOC.
Thirdly, AXC can hire away all of BEL's good people (assuming they have any). The reason BEL can't compete with AXC for "human capital" is that BEL would struggle to award stock options to stellar talent and worse, their options are not (and won't be) worth much.
Fourthly, AXC should be buying Virage, as we've recommended here.
BAM |
