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

To: elmatador who wrote (5111)	9/4/1999 10:11:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

elmatador, I agree with what you wrote in one respect. But in another, I don't believe voice was ever intended to be a major revenue generator for the new generation backbone players. If the price of the backbone guys are being driven down by the price of a long distance call, it's not rational. But maybe this is not what you are saying. It's data the backbone guys were always interested in. Data growth will eventually make them extremely valuable no matter who they team with. They can go it alone, team with ILECs, team with data CLECs, or team with MSOs. It makes no difference. Their time will certainly come again no matter what they do. I think Nacchio was seeing some problems on the short term horizon, and this is what he wanted to shore up. In doing so, he caused a panic on Wall Street. That's why I think the backbone guys just may be an good investment now. But it's only IMHO. MikeM(From Florida)

To: elmatador who wrote (5111)	9/4/1999 7:56:00 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 12823

elmatador: I guess I see things very differently. What the next generation IXCs need is to be taken over by the ILECS or to take them over, like QWST + USW ( + BLS ????). Within this context, non-facilities based CLECs such as Covad, Rythms, and Northpoint face an uncertain future. Some of the facilities-based CLECs such as NXLK and WCII will try to morph themselves into min-WCOMs, and others such as TGNT will probably be bought by an old-line IXC. Best regards, Bernard Levy