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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (4296)	11/12/2001 12:33:48 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

Elmat, do the three telcos in Brazil have their own territories, or do they compete with one another in overlapping and same territories? Hey, you've got three carriers there to handle a population of over 165,000,000, what else could you ask for? ;) In contrast, there exit over a thousand independent telcos and cooperatives to serve some 265,000,000 in the USA, not including CLECs. The September 1, 2001 America's Network Magazine had a very good article on the most successful CLECs in the U.S. They are what are called "edge-outs" of the existing independent operating companies (IOCs). That is, some of the nation's less dominant LECs, who have created CLEC subsidiaries operating in RBOC rural (read: underserved) territories, mainly, and who are experiencing dynamic penetrations. A fascinating read, I thought. See if you can get your hands on it. Some of the more celebrated ones with the higher penetration rates are successfully employing wireless, facilities-based fiber to the curb, and various forms of video over vdsl, as well. Since their balance sheets are rock solid by virtue of leveraging the IOC's operations and finances, their backers don't even sneeze over 10 and 20 year paydown periods. Some of these outfits who qualify for rural assistance through RUS loans face minimal interest rates, keyed to the US Treasury's cost of money. Nice work if you can get it, eh? I was about to suggest that since the barriers to entry were so severe, the fledglings might want to consider a voip approach. Then I recalled another post of yours, stating that voip was illegal in Brazil. They gotcha goin' and comin', I guess. FAC