Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: justone who wrote (8760)	10/4/2000 8:35:01 AM
From: MikeM54321	Respond to of 12823

"By bundling all these into one company and one bill great economies of scale are achieved." justone- IMO, you're 100% accurate. PLUS, there is a churn factor that is all but eliminated if ATT is successful at bundling. This has to be a great incentive for ATT to pursue the bundling idea too. Now what bothers me is what Mike Armstrong said yesterday. Supposedly(a David Faber recap) when asked about, "Bundling of all services..." Armstrong replied, "The only successful bundle he has seen is one between Jiffy-Lube and their ATT LD discount coupon." I was discouraged to hear this. And in today's WSJ, it seems ATT may be headed on the path of spinning out their LD business. Again, discouraging for me to read. Maybe Armstrong is up against the regulators. And he will ultimately bundle, but is strictly making political moves with his public comments and talk of spinoffs. Sadly, you know if he came right out and said what you just did, the incumbents, FCC, FTC, DOJ, etc, would be all over ATT's case. -MikeM(From Florida)