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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: dwayanu who wrote (15783)	5/14/2001 1:18:56 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 30051

Dway: My reference to Northpoint's central office footprint being a monetizable asset, was not in reference to DSL itself, but rather to the asset value of holding leases on space inside many of the Bell CO buildings internetnews.com "AT&T's $135 million acqusition includes all of NorthPoint's co-locations nationwide, certain network equipment, systems and support software and related assets, including spots in phone company hubs in 109 regional locations as well as commercial real estate. " Not much of a asset value, $135 M, since you have your choice of COVD or RHTM footprints within the next 6 months as they run out of cash. My RHTM's DSL line is up for renewal in Sep 2001. I do not plan to be with any DSL carrier that doesn't have 12 months cash on hand if I sign a new 1 year DSL contract. I talked to AT&T about DSL recently and they currently do not have the NPNT footprint up and running yet but use COVD's network to offer DSL now. It sure will be interesting when AT&T pulls it's DSL customers from COVD to it's own network. I know that XO Communications was hit hard when NPNT went out and rushed to get everyone back on with COVD. I expect this musical chairs to continue until stronger hands are in possession of DSL central office leases. john