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To: DOUG H who wrote (20985)6/9/1999 5:22:00 AM
From: Venditâ„¢  Read Replies (3) | Respond to of 41369
 
Doug

The article you posted said:

"There's going to be a lot of activity in the core network when traffic from new broadband access networks builds up," Prabhu said. "When companies like AOL start pushing digital subscriber line to their some 20 million subscribers to keep them from going to cable companies, that's going to create a lot of growth."

"The Baby Bells are pretty active too," he added.


The broadband issue I'm sure has the houses taking notice of the baby bells now.

RESEARCH ALERT - Morgan starts 8 telecoms firms

Reuters Story - June 08, 1999 09:01
NEW YORK, June 8 (Reuters) - Morgan Stanley Dean Witter on Tuesday said analyst Simon Flannery initiated coverage of eight telecommunications companies, including GTE Corp. and Bell Atlantic Corp. , both started as strong buys.

-- Flannery sees "huge" growth opportunities for the industry and challenges posed by competition and regulation. -- said GTE and Bell Atlantic share strong market positions and reasonable valuations given their forecast growth rates.

-- started MCI WorldCom Inc. , SBC Communications Inc. and Sprint Corp. at outperform.

-- started Ameritech Corp. , AT&T Corp. and BellSouth Corp. at neutral