SI
SI
discoversearch

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.
Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?


To: sammaster who wrote (36949)11/13/2000 3:43:36 PM
From: pater tenebrarum  Read Replies (1) | Respond to of 436258
 
i haven't the foggiest...mainly because i know next to nothing about SBC...



To: sammaster who wrote (36949)11/13/2000 4:08:06 PM
From: virtualsignal  Read Replies (1) | Respond to of 436258
 
sam re: t wcom fon (vs) sbc vz
it's the business model, imo

the first group is trying to break itself up into specific business lines (sort the winners from losers via tracking stocks) while the last set is positioning itself for the TOTAL PACKAGE (land line {copper/fiber}, wireless apps {cell, beeper, web} and moving in on the the biggie, LD, not for the five cents a min stuff but for the net pipe stuff), maybe someday they will even sell a virtualsignal LOL.

also the customer base, cash flows, leverage are very heavy in favor of the latter group.

oh yeah, I'm a wee bit biased :) so fwiw...



To: sammaster who wrote (36949)11/13/2000 4:42:08 PM
From: TheStockFairy  Respond to of 436258
 
The RBOCS have been functioning as a profitable buisness for years with a captive audience (CLECS have only captured 5% of the local market). As they are allowed to add services, LD for example, it becomes a pure profit play, selling new services to existing customers.