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

To: paul t who wrote (11199)	7/8/2002 9:17:45 AM
From: John Curtis	Read Replies (2) \| Respond to of 11568

Paul: That's funny! Almost as funny as the hyperbole out of IDT's chairman this past Friday, wherein he proceeded to proclaim, 1) IDT would DEFINITELY be getting WCOM's MFS/Brooks/etc., units and, 2) WCOM was suffering a mass exiting of clientele. My thoughts? First...I had to laugh, given my knowledge of IDT. Secondly....well....gee Mr. CEO of IDT, since you've gone public with your declarations please provide the proof of your statements, or risk being tarred with the same fraudulent brush your various telecom comrades have come to experience. So it goes. All's fair in love, war and business, eh? It's just that after the past few months I doubt the markets take anything on faith. As for clients leaving in droves. I doubt seriously the biggies have left. They typically have big, multi-national networks of a Frame, ATM, etc., type. These you cannot replace after the same fashion as you or I would change socks. Hell...just getting international local loops to replace the access points of your current network can take time (where the international concern doesn't allow for a variation on the 'ol release CFA idea). Even multi-location, intra-continental, domestic networks can't be turned over on a dime. Therefore, I expect the biggies to lay back and await what happens next, especially since network is network and it shouldn't be impacted. Billing, however....who can say...but you might be able to renegotiate a better deal come contract time. Assuming, of course, there's a sales force sufficient to support you. And this isn't to say you wouldn't be developing contingency plans and seeing what WCOM's competition can provide, because you'd be silly not to.....hell....just thinking along disaster recovery lines wise technocrats would've had plans in place looong before this WCOM bomb exploded. It's just that there's no need for panic. Anyway, just some random thoughts. Now let's see how it plays out this week..... John~