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Technology Stocks : GST Telecom (GSTX) 4th quarter earning -- Ignore unavailable to you. Want to Upgrade?

To: Rob Preuss who wrote (276)	1/5/2000 5:20:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 369

Hi Rob: OSS are very important to deliver bundled services (say ISP and voice), perform billing functions, and to keep track of services orders, or achieve local number portability. In this context, GST is very well run from an operational point of view. However the OSS expenses imply a big hit on the bottomline. In addition, if I recall,there has been issues involving GST and Q, where Q was less than cooperative to implement local number portability. It seems to me that the problem with GST is on the sales side. Also, while the management is competent from an operational point of view, it is short in the area of charisma and vision. Note that the above assessment represents only a ``gut feeling' based on listening to selected CCs. Dissenters should feel free to express themselves. Best regards, Bernard Levy