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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: JDN who wrote (5996)3/15/2000 3:17:00 PM
From: SecularBull  Read Replies (1) | Respond to of 11568
 
JDN, the truth is that WCOM is the only big telecom company that has even come close to acting like a new era telecom company. It's is the best-positioned of all of the big telcos, but competition will hurt to some extent.

Here's how I see it: The big telcos will buy the GBLXs, Qwests, Level 3s, and all of the CLECs in due time. In the end, the big telcos will still be around (and they'll control the market). WCOM is simply the best-positioned and most modern.

LoF



To: JDN who wrote (5996)3/15/2000 9:58:00 PM
From: Jim Ray  Read Replies (1) | Respond to of 11568
 
JDN,

You are right. Everyone is laying fiber like mad. I think where a lot of investors are missing the boat is that WCOM has as much or more fiber than anyone. Having fiber with out users is not very profitable. By buying MCI and now FON, WCOM gains a huge customer base that immediately starts adding revenue to WCOM's fiber holdings.MCI was immediately accretive to WCOM's earnings and I think FON is supposed to do the same.
Jim Ray


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