To: Sergio H who wrote (9045 ) 7/8/2005 10:28:05 AM From: Galirayo Read Replies (1) | Respond to of 23958 Thanks .. Sergio. I'm not sure how to approach that list yet. Which ones are more Pure Plays .. is the question I need to answer. In the mean while .. I added GLW again. Tech Stocks : Scott Moritz Bells Will Get Their Fiber By Scott Moritz Senior Writer 7/7/2005 9:22 AM EDT Click here for more stories by Scott Moritz Defeated in Texas, the triple-play-minded Bells may now get a big assist in Washington, D.C. Lawmakers are drafting telecom legislation that would create national franchise rights for video services. If the measures become law, they could enable the big phone companies to skip past a thicket of state and municipal approvals, according to J.P. Morgan Chase analyst Ehud Gelblum. That would speed the companies' efforts to offer customers the industry's holy grail: all-in-one cable television, phone and Internet service. Citing recent dinner discussions with senior Republican staffers on the Senate Commerce Committee, Gelblum says there is a growing consensus that new telecom laws will hand a huge regulatory victory to the Bells. Verizon (VZ:NYSE - commentary - research), SBC (SBC:NYSE - commentary - research) and BellSouth (BLS:NYSE - commentary - research) are expanding their fiber-optic networks to deliver phone, broadband and TV services to consumers. The bold building plan is aimed squarely at cable companies and predicated on the success of an advanced digital video programming offer. In case you missed the first few innings, the Bells' most promising hope for avoiding the town-by-town regulatory quagmire was the possibility of a statewide franchise approval. But those hopes were dashed recently in Texas. Lawmakers in SBC's home state -- an area where Verizon first introduced it fiber service -- voted down a state franchise measure. For Wall Street, a big green light on the Bells' so-called fiber-to-the-premises, or FTTP, plans means less uncertainty about the flow of orders for equipment from suppliers such as fiber maker Corning (GLW:NYSE - commentary - research), networking gearmaker Tellabs (TLAB:Nasdaq - commentary - research) and set-top box makers such as Motorola (MOT:NYSE - commentary - research) and Scientific-Atlanta (SFA:NYSE - commentary - research). [snip]thestreet.com