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

To: MikeM54321 who wrote (10168)	1/13/2001 9:30:45 PM
From: Daniel G. DeBusschere	Read Replies (2) \| Respond to of 12823

<<why did Mike Armstrong wager $100 billion >> He wanted account (i.e. customer) control. He knew the RBOCs (i.e. ILECs) would freeze him out of the total market because they had primary customer contact. It was pure survival strategy. *********** He would have been smarter if he used $1 billion to buy up the required votes in congress and FCC and keep the RBOCs out of long distance and then set up some cable pilots first to work out the bugs. Also, he could have set up wireless RBOC bypass pilots and decided based on results which path would yield the greatest return. Hindsight is 20/20

To: MikeM54321 who wrote (10168)	1/16/2001 2:56:01 PM
From: elmatador	Respond to of 12823

"one of the decisive factors for the telecom sector, including both service providers and vendors, will be the development on the stock market." ERICSSON: STRONGER CASH FLOW REQUIRED TO KEEP RATING -S&P(R) (News agency Direkt) -- Repeats to clarify the year referred to in the second paragraph Standard & Poor`s negative outlook for Ericsson`s credit rating is mainly explained by the company`s weak cash flow. A positive cash flow for the full year 2001 is required in order for Ericsson to keep the credit rating A+ and to improve the outlook to stable, said Louis Landeman, analyst at S&P in connection with a presentation organized by SFF Tuesday. It is difficult to determine how big share of customer financing Ericsson can commit to without affecting the credit rating since other factors also play a role, Landeman said. He did say that increased bank financing generally lead to more flexibility and that one of the decisive factors for the telecom sector, including both service providers and vendors, will be the development on the stock market. S&P estimates that the general borrowing requirement for the telecom sector in Europe is expected to increase from a level around 100 billion euro last year.