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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 (11687)	6/30/2001 10:14:23 AM
From: elmatador	Respond to of 12823

Another hurdle broadband has to jump: Message 16008032

To: MikeM54321 who wrote (11687)	6/30/2001 6:42:09 PM
From: Crossy	Read Replies (1) \| Respond to of 12823

Mike, we both know that you have a hard time competing when the underlining premises are controlled by the competitors. but instead of arguing to scrap the provisions that enable this unbundling I am quite confident that a second or third or fourth wave of new CLECs will finally be succesful in reaching the desired goal. Obviously you need STAYING POWER in a longer term match against those incumbents and the typical highly-leveraged almost fully debt-financed business plans we have seen so far from most CLECs wouldn't give that. I conclude that as soon as we will see CLECs with staying power (maybe utilities trying this) then the unbundling will really work - even the stalling tactics that were effective against over-leveraged competitors wouldn't help so much in such a context. Or look to ILECs in Europe becoming CLECs in another country. Very good at this is Telia/Telinor of Sweden. We all see the current situation. Just our conclusions may be different.. <g> rgrds CROSSY