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Technology Stocks : Williams Communications Group - WCG -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (220)12/7/1999 4:04:00 PM
From: MangoBoy  Read Replies (2) | Respond to of 609
 
IMO, WCG will stay in this range (26-32) until it starts making progress in a few areas:

- Europe
- Asia
- local fiber loops
- "last-mile" (fiber, DSL, BBFW)
- colocation facilities

With LVLT ahead of it and Enron lurking in the shadows, the "carrier's carrier" market is looking a little crowded. QWST, GBLX, NXLK, WCOM/FON, GTE, T, et al. aren't exactly snoozing either.



To: pat mudge who wrote (220)12/9/1999 3:44:00 PM
From: pass pass  Read Replies (1) | Respond to of 609
 
I think pretty soon bandwidth will be like oil, just a type of commodity. Enron has started commoditization of its fiber network. That's probably why QWST and GBLX scrambled to get millions of customers. Without customers, it's just dark fiber. I like cable companies better, they are somewhere in the middle, own bandwidth and millions of viewers.


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