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

To: MikeM54321 who wrote (8038)	8/18/2000 6:58:47 PM
From: lml	Read Replies (1) \| Respond to of 12823

Trying to catch up, here. IMO, few have figured out the Marconi angle because Verizon isn't as vocal about their plans as is SBC. My hunch is that unlike SBC, VZ is just getting into gear with its advanced DSL rollout. SBC, today, with possible but unlikely exception of AIT assets, is a much more cohesive telco operation with a clearer vision and strategy for the future, than the newly merged VZ. IMHO, the most noteworthy issue in the Marconi PR that you provided here is not that its Marconi-Realtec, but that the scope of agreement is limited to a specific geographic region . . . essentially BEL territory. In contrast, GTE's plant and equipment is scattered across countless services areas in all regions of the country, which perhaps raises some strategic issues for VZ, some burdensome, some advantageous. IMHO, it is a given that each remaining ILEC, (SBC, VZ, Q and BLS) will soon enter each other's markets as CLEC's and make use of co-location rights at the incumbent's CO, or the incumbent's RT, in the case of SBC's Pronto. How will GTE's scattered vs. concentrated incumbent status be leveraged to execute this CLEC strategy? I dunno, but I think its an issue that presents unique challenges & advantages to VZ going forward. Mike, being a source of much info, I was wondering if you could dig up a "short" list of some of GTE's major incumbent markets. I'd be curious to see where GTE pockets exist geographically. TIA.