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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: Oeconomicus who wrote (10507)	6/6/2002 3:31:55 PM
From: telecomguy	Read Replies (2) \| Respond to of 11568

Hmmm....I thought for long time Ebbers & WCOM believed that the wireless space was a MUST niche that WCOM had to be involved in. Weren't they trying to buy number of different wireless players in the past? Fixed line voice will eventually migrate over to wireless. But like I said, if you have to clean up your balance sheet, you don't have any choice -- you gotta throw out the babes with the dirty water.

To: Oeconomicus who wrote (10507)	6/6/2002 3:34:44 PM
From: telecomguy	Read Replies (1) \| Respond to of 11568

Maybe they should sell off the MCIT which is a mature business and likely to continue to lose revenue/market share? Wireless has much bigger future than Fixed Line business in my opinion. If WCOM divested everything except IP and Wireless, THEN I think they have a better than even chance of prospering again. Why hold onto a dying business even if it's EBITA positive if that EBITA is constantly going down? Might as well sell it off to a low-cost operator who can milk the base -- that way WCOM will at least get some value for that division.