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Technology Stocks : Winstar Comm. (WCII) -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (12109)	9/16/2000 3:51:36 PM
From: MangoBoy	Respond to of 12468

ARTT v. other BBFW You hit the main points. Being data-centric, ARTT is focused squarely on the sweet spot of the market. BBFW is fiber-lite, bringing very high-speed broadband to off-fiber buildings at a fraction of the cost and provisioning time of T1/T3. Why are WCII and TGNT so focused on voice? Voice isn't even the tail of the dog, it's a flea on the tip of the tail. Sidgemore says that by 2005 voice will account for less than 1% of network traffic. TGNT and WCII are stuck with a strategy that locks them into buying expensive voice switches and having to interconnect with ILEC voice networks. By the time they're scheduled to get to EBITDA break-even, LD will be almost free. ARTT is a pure IP network, and their time/dollar cost of buildout is much less than WCII or TGNT. The Q partnership brings more resources and focus to ARTT than, say, LMGA brings to TGNT. Leveraging Q's local fiber loops and colocation facilities is a big win. ARTT says it expects Q-like resale partnerships with other fiber barons, ILECs, and ISPs. Yes, ARTT has stumbled around for years, but the last 12 months have brought things into clear focus. ARTT has a "last-mover" advantage, if you will.

To: Bernard Levy who wrote (12109)	9/16/2000 4:17:36 PM
From: gruetz	Read Replies (1) \| Respond to of 12468

Bernard: What about SBC? They have a plan that requires a presence in most cities of our nation. What better way to achieve that than to buy a BBFW clec with a national footprint and perhaps a fiber clec with the same? They also are the largest ILEC and would presumably suffer less dilution than any of the other ILECs. From an antitrust standpoint, would an ILEC run into problems acquiring BBFW capability within their region? If not, I would think that this would be a capability that they would want to have. When Ken Hoexter of Merrill says that there is a fair amount of consolidation buzz in the clec space, what are the possibilities he might be hearing about?