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


To: BEEF JERKEY who wrote (10525)6/7/2002 12:24:40 PM
From: telecomguy  Read Replies (3) | Respond to of 11568
 
Anyway, even in the best case scenario, Fixed Line is a dead business...there will be zero growth (actually i am sure it will be negative. The only reason why there was very limited line growth in the past decade was because of the extra POTS line needed for all those dial-up internet cutomers....

Wireless will replace large chunk of wired phones OVER TIME.

so WCOM is abandoning the growth market to a dead market -- go figure.



To: BEEF JERKEY who wrote (10525)6/7/2002 1:30:51 PM
From: tcd  Respond to of 11568
 
BJ: Ahem, in the interim - the neighborhood plan is a very smart and well thought out, competitive strategy. And given the enormous amount of POTS lines, it's another feather in WCOM's battered cap.

Now back to technology. Have you seen where Apple and Intel and other companies are pushing for wireless networking in the home? Have you seen the big push for remote software to work on any gadget and device in the home? Have you seen how some companies have taken advantage of the PC/TV convergence?
Do you see where I am going with this? You may not want to believe this, but the USA will be going wireless - and if wireless is any indication in the 3rd World countries -- doing the leap over hard lines, the world is not far behind.