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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: DlphcOracl who wrote (8723)	6/27/1999 10:11:00 PM
From: Rande Is	Respond to of 57584

To all: Perhaps, but while QWST has its wallet out, I believe they will buy something. . .and before others get the chance. Yes, I think the combo of GLBX and QWST makes a nice play, due in part to the attention brought to fibre optics, via the race. . .then one of them will be declared the winner by November, IMO. So it is much like buying set-top box makers. . .it is inevitable, IMO, that one company will emerge as the fibre-optics leader and get the lions share of investment. . . .I think same will happen with set-top boxes. . .GIC? or TERN? or ? The only downside I see is that the mega fibre optics company might be viewed simply as a "big telecom" . . .which doesn't get many excited enough to send it into the stratosphere. T is by FAR the best positioned internet company, as well as telecom. . . yet the stock price is back to being a yawner. . .after the stock split and 10 point rise earlier in the year. We need to pick our "winners list" for fibre optics, broadband wireless, set-top boxes, broadband services, broadband programming, etc. To all. . .All contributions are welcome. . .[please organize so we can all follow.] Rande Is