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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (57835)12/30/2004 8:29:55 AM
From: elmatador  Read Replies (1) | Respond to of 74559
 
Shorting telcos? mess with telco at your own peril. telco is a 100+yers old entity. It survived a lot of threats: Mobile, Telecom act of 1996, Internet, unbundling, ADSL. It is going to survive VoIP too.

DO NOT SHORT TELCOs

Telephone services are regulated. Telcos spend in a single golf tournament an amount that one could build a small VoIp telephony outfit. The senators and politicians that atend it are not going to defend VoIP but POTS (plain old telephone service) providers a.k.a telcos.

They just say: lets regulate VoIP because it is a telephone service. That's the end of it. Do not forget that the US is a country that has one of the strongets state in the world. (The free market propaganda is just facade.) It is strong because it has a lot of money to dole out and to influence to where the money goes. And if you have power: You use it!



To: TobagoJack who wrote (57835)12/30/2004 2:30:55 PM
From: Maurice Winn  Read Replies (1) | Respond to of 74559
 
<I have been using Skype over the past few days, and I must sing its praise ... beautiful voice quality, wonerfully convenient, and priced correctly, at zero.>

Cool Jay, I made a sale. skype.com Download today folks. Best if you have a Pocket PC powered 3G cyberphone too [which would best be a CDMA2000 1xEV-DO version for FAST data, if you have coverage]. Jay is having fun with it, even with his clunky olde cyberphone, Hong Kong being not up with the play in this instance.

Mqurice