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To: Vendit™ who wrote (20991)	6/9/1999 5:40:00 AM
From: Craig A	Read Replies (2) \| Respond to of 41369

Vendit Any comments to the 6% from above post? I'll be in school with no way to watch it. Stops seem silly. Craig

To: Vendit™ who wrote (20991)	6/9/1999 11:28:00 AM
From: DOUG H	Read Replies (1) \| Respond to of 41369

Vendit, It's not just the telecoms which at this time, under these market conditions make for "safe buy calls". The hardware makers, BRCM/CNTX/CSCO/PMCS etc. are going gangbusters. I'm not posting this to this thread to promote these stocks, merely to point out to some who may not be aware of the massive buildout going on in the telco arena. If you think about it, when AOL was clipped for not announcing their "broadband strategy", is it reasonable to assume that what was really going on was that Case & Co. were necassarily waiting till telcos were making the committment to build the infrastructure upon which their "broadband stategy" would be employed? It is up to the telcos to upgrade their systems. I believe it has become a matter of life and death for them because T has made clear it's intentions of competing head to head for the ONLY PRODUCT the sell, local telephone service. I think that the telcos have gotten the message. Have you had your Wheaties? There's a snake in my boot!! LOL!!! D.H.

To: Vendit™ who wrote (20991)	6/9/1999 12:32:00 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 41369

Vendit: What happens to the revenue streams of some of the local telcos like Bell Atlantic when they have to face (for the first time) some real competition on their local rates? I have 2 lines from Bell Atlantic, cost around $120/month because they have this monopoly where you have to pay either per minute or per call (a la European billing) -- that's more than I pay for long distance per month from Matrix Telecom. In contrast, when I lived in AZ I had three lines, flat rate and lots of extras from US West for around $60/month. I wonder what will happen to the analysts' recommendations and upgrades for some of these local telcos when the Bell Atlantics of the world confront the unpleasant fact that their revenue streams from local phone service are about to be chopped in half? David T.