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To: Bonnie Bear who wrote (42115)	5/21/1999 11:23:00 AM
From: Ken98	Read Replies (1) of 86076

Bonnie, both ENE and WMB have been very savvy in the bandwidth arena, especially WMB. The attractive thing about WMB is that they have done all of this before, sold the network to WCOM, waited for the non-compete to expire and are doing it all over again - a lot like Level 3. The other attractive thing about ENE and WMB is that their cost per mile of fiber is a fraction of the other back-haul carriers and their relative valuations are much smaller than say QWST. Did you see the recent announcement that ENE is trying to set up some sort of exchange to trade bandwidth as a commodity similar to electricity? Any thoughts on this? Regards, Ken.

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