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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?


To: Frank A. Coluccio who wrote (4863)7/30/1999 3:14:00 PM
From: Bernard Levy  Respond to of 12823
 
Hi Frank:

My message was not worded well, but it is natural for PCS
companies to offer voice and Internet access in a single bundled
service using the same infrastructure. This is what the new
service of Airtouch will offer, albeit at a rather slow rate.

MCOM's service is popular now, but once PCS operators offer
a full range of bundled voice and data mobile services, I
think that MCOM will face a very difficult competitive situation
(as a disclaimer, I have not examined carefully what MCOM has
been up to lately, except for the Paul Allen and WCOM
financial backing).

Bestregards,

Bernard Levy

PS: I second the suggestion made on the George Gilder
thread to have you produce the Frank C. Technology
Report. Much better value than GG's report in my opinion.