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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: telecomguy who wrote (4295)	1/20/2000 5:16:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 14638

Well, first your post has nothing to to with economics - neither micro nor macro...but that's besides the point. Telecomguy - ever heard of integrated communications? If you understood that in the future integrated communcations (that data,voice, video, telemetery, etc.) will terminate at your home or business over one connection - coax, twisted pair, wireless, radio...what ever - then you would understand. The problem is you're looking at the world through telecom glasses. Now, you may be right - there may be carriers that specialize in service networks and there may be carriers that specialize in "selling bandwidth". However, to keep costs down service networks will buy bandwidth companies. How? They will have bigger market caps because the market has been rewarding growth companies and these companies will show the growth (think of it like AOL buying Time Warner). Yes, it's true that in some cases it'll happen the other way around...either way carriers, PTT's, ISP's whatever will be in the services business. Once they're in this business the game changes to getting and retaining customers for all their serivces (all their voice, data, video, etc.). Again it will be delivered over a single line will be the goal. Then they can sell internet access, pay per view, calling features, whatever. Heck I'll go as far as to say that not only will the access lines be free but so too with your telephone access. You'll pay for calls - yes - but not for connectivity. You'll pay for internet access (maybe on a per hour basis) but you won't pay for the connection. YOu'll pay for basic TV or movies, or sporting events - but you won't pay for access (gee, that's how cable works today - hmmmmmmmm..... 10Mbps to the home, all that infrastructure and maintenance and growth...but no access fee's.... gee,... how do they make money???) I know that Nortel has more than a telephony, circuit switched view of the future. I think telecomguy needs to consider the changes going on around him. Because datacomguy - whereever he is - is the tail (big tail now) wagging the dog. OG