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Strategies & Market Trends : 56er's Portfolio Companion -- Ignore unavailable to you. Want to Upgrade?

To: Esteban who wrote (348)	11/20/1997 5:47:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 492

Esteban, MTON did not get a renewal on the Bell Atlantic contract. When we first wrote about MTON they did not have competition, except from the Baby Bells that provided their own enhanced directory service. MTON was underbid by a company willing to take a loss in the hopes of securing future contracts. This is a change in the fundamentals. MTON will experience growing pains and new problems as it tries to build a national network. I would expect that the future brings competition from other companies as well as other types of technology, such as internet providers and GPS companies. MTON's success will depend on how they handle these growing pains. Sergio