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Technology Stocks : AT&T -- Ignore unavailable to you. Want to Upgrade?

To: engineer who wrote (3973)	1/13/2001 8:17:48 AM
From: hdl	Respond to of 4298

but is he well hung?

To: engineer who wrote (3973)	1/13/2001 5:42:13 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 4298

NTT is buying support for W-CDMA around the world, based on their huge income from the overpriced Japanese telecoms market. This NTT worldwide W-CDMA investment programme could turn out to be one of the world's biggest financial misinvestments ever. Japan has had a few big glitches when their corporates went shopping overseas, flush with their profits from local and international sales. My guess is that W-CDMA is going to take too long and AT&T will be buried by Sprint and others with seriously effective wireless Internet connections. The Europeans laugh at the USA for being backward in wireless. But the USA is likely to see the battle between cdma2000 and W-CDMA sooner than elsewhere. Japan's cdma2000 backing is relatively lightweight and not a good test of strength - Korea's is too CDMA-centric. The USA has lots of standards and marketing efforts and is a good place to see the war of the standards take place. I'm looking forwards to it. Mqurice

To: engineer who wrote (3973)	1/14/2001 9:13:41 PM
From: FR1	Read Replies (2) \| Respond to of 4298

You picked the worse way to look at things. Here is another way: 1) A few years ago ATT had to do something and the only way out seemed to be to go into broadband delivery as opposed to long distance phone calls,etc. 2) Armstrong looked at the whole picture and went into debt for over $50B to finance the build out. He figured that they could make it work with the market as it was. 3) What T did not expect was that the FED would decide that the time had come to go through one of their "destroy the economy" phases that they do every few years. Since they are responsible to absolutely no one, the professors can do whatever they wish. 4) This, along with a faster drop off than expected in long distance, destroyed the plans of T. Major fund managers were screaming in Armstrong's ear to do something. That is why you have seen all these spin offs and other attempts. 5) It turns out that the professors at the FED have decided the exercise is over now and they are going to get out of the market. 6) This means that things will fairly rapidly start to move back to the conditions under which T felt they could make this whole thing work. Funding will be easier and stock prices will get better. If you don't believe this then you are going against the FED. Don't fight the FED is not just a phrase. If you didn't respect it in the last year you lost tons of money. The reason the stock in T is going up is because they will be able to get better access to financing. Also, the AOL closure will allow T & AOL to make long range plans and set prices on internet cable traffic. Note also that even the IPO incubators are coming back (up 20 to 60% YTD) because people are looking ahead a few months and seeing that market come back. If you want to see the sheep and lemmings look in the mirror. You and all the others that see only the grim reaper when the FED has changed the direction market. It's 2001. You think is 2000 and will be forever.