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

To: Bernard Levy who wrote (12210)	11/2/2000 6:10:31 AM
From: Robert Scott	Respond to of 12468

It looks like the Telecom Act has failed miserably in conventional services - where we had a monopoly in local and competition in LD, we will end up with a regional monopoly in local and LD. Also, it seems at this point that consumer broadband may slow. ATHM on its own will struggle more with deployment costs and XDSL without independent, financially strong data CLECs may slow - RBOCs have little competitive pressure here now and may slow it down while they build their own data networks. Hopefully profits through deployment of XDSL in a foreign jurisdiction will spur RBOCs. This is depressing!

To: Bernard Levy who wrote (12210)	11/2/2000 6:55:56 AM
From: limtex	Read Replies (2) \| Respond to of 12468

Bernard - I too am surprised that the T cable assets don't propel T to massive growth. So simple and all those capitive customers with that fanastic box in their homes just waiting to get turned on. My family in Texas have one of the boxes in their home. They used to have TCI and they still think that it is just for cable tv except that it now comes from T!!!!! What about other telco services? Well they get them from SW Bell!! How T could have let this happen is simply amazing and that it has happened is sad for the T shareholders. THey should have gone and nagged my family and shown them the wonders that they are capable of and they should have got their account for more than cable tv. Goodness what anyone on this thread could have told them how to market the product. So far as WCOM is concerened I thought that the only reason to stay in was that they were carrying all this data traffic and that was expanding so rapidly that it would dwarf the declining L/D market. That the L/D market (price and margin) is declining most people knew about but all that stuff about the European commision telling them about dovesting bits and pieces becuase they owned so much of the internet backbone business that they controlled it and it might be monopolistic... Whats happened to all the euphoria about the data and business traffic they are supposed to be carrying? Maybe they got too big and lost focus. I think to be big in world telco today you need to have a mobile wireless business as its the only way you can gouge enough customers to amke profit in these giant organizations. The Euro telcos have learned that. They all have the same problems as WCOM on L/D and domestic to a certain extent but they went out and got mobile wireless businesses and licenses and got the Governments to co-operate and now they built themselves another racket to milk from customers that have no-where else to go except to the cartel and they have the Euro fund managers to support their stock prices by creating model protfolios that cuase their stocks to have to be baught because you have to broadly follow the "model". I just remembered that WCOM went out and bought up the MMDS players and that ought to be a great business. Maybe its too early for their new businesses and too late for the old ones and they are just caught in a trough between the two. Whatever I think this splitis good since WCOM probably got too big to manage effectively so Bernie is being very brave and up front and personally I give him a good deal of credit for his openness that I saw on CNBC yesterday. Best regards, L