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

To: Raymond Duray who wrote (11640)	6/27/2001 3:49:47 PM
From: Crossy	Respond to of 12823

Ray, thx alot for posting this great link. Hats off to Mr. Glassmann - that was a striking overview of the current broadband situation and it offered some glance behind the cards as well. While he certainly is not trying to rise above all alleged impartiality (the AT&T link he enjoys was cited) I pretty much see most of his message as valid. Yes, correlation is not necessarily causation but nobody can deny that alone the introduction of such a bill in Congress months ago set a stage, and lead to a "climatic" change in investor sentiment: unfriendly to the competitive fringe (CLECs) He specifically cited as failures of the 96 Act missing timetables and stiff penalties - pretty much concur with my own conclusion that the 96 Act gave the incumbents too much leeway.. The following paragraph appears to be the essence of his article: "Deregulating a monopoly built up through a century of government protection and subsidies isn't easy. If you do it all at once, the monopolist gets a windfall and blows away all potential competitors" Wow ! Exactly what I think of it - and it makes a sound case for "assymetric" regulation best wishes CROSSY

To: Raymond Duray who wrote (11640)	6/27/2001 4:00:42 PM
From: Crossy	Read Replies (1) \| Respond to of 12823

Ray & all threadsters, now this not 100% last mile related since it is more of a "long haul" affair but what do you make of this trend, alongside Loring Wirbel's article of "Fiber Payback Day" .. Seems to be that there are some frugal types "picking up the pieces" of the pile of ashes. IDT Corp, known for its low cost style recently made outreaches to buy the assets (mostly fiberoptic lines plus telecom gear) of ICGX and Teligent. Well, maybe this might be a "working" model for the CLEC sector also ?? Some irony here but I don't see this as a joke.. Plus IDT recently made a strategic alliance with Liberty Media (say European cable companies !) Hmmm... In the past IDT was renowned for mostly leasing FO routes and just owning switches. Now they could be in a position to acquire the "missing pieces" for a fraction of the cost to build them from scratch.. Intersting.. Liberty Media link (VoNet) public.wsj.com biz.yahoo.com Teligent : public.wsj.com ICG: biz.yahoo.com best regards CROSSY