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

To: StockHawk who wrote (8960)	7/2/1999 12:35:00 AM
From: Rande Is	Respond to of 57584

Great report, SH. . . thanks much. I think the answer to your question of why has much to do with motivation. . . the cable companies are racing to get the lead and the market share for broadband subscribers. . . the baby bells are mostly sitting back waiting on federal legislature to tell them what they can or cannot do. . . can they sell long distance? will they have to give up local access to cable companies? can they use the fibre optic lines the cable companies installed? Meanwhile, I think they are , for the most part, sitting on their hands. They could have spent a few bucks to get DSL out there. . . but I think they are worried about spending a bunch of money upgrading networks and having too few customers to justify the expense. That gunshyness may very well come from the enormous expenditures many bells spent on developing networks, ISPs, and the like. . to accommodate a huge number of online subscribers. . . .only to see the lions share of the money go directly to AOL instead. . . as subscribers chose convenience and ease of use. . . of course if they had offered it for half the price of AOL rather than dollar less, they might have had a chance at paying off some of that initial outlay. Anyway. . . that may have something to do with "why" the bells are not jumping in with both feet. I am sure that is a simplistic answer to a complicated problem. . . .but then we are always trying to simplify things here, to get them into bite sized thoughts that everyone can digest. Anyway. . keep up the good work and thanks again, Rande Is