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To: Tim McCormick who wrote (2539)1/27/1998 11:13:00 AM
From: SteveG  Respond to of 9236
 
<..Also rumor of H&Q downgrade...>

On morning call this AM, H&Q downgraded PAIR from strong buy to buy. Reason is concern about making their quarter due to 2 reasons - PG Flex ramping slower than expected. Noel suggested it may not kick in until March or June. Second, PAIR's losing part of USW to Paradyne.

I expect the telco dragging will continue to affect most telecoms until the unbundle/rebundle issues are resolved next year.

RE: BEL's request, since internet traffic is getting close to tantamount to LD (as per LU's announcement yesterday), I suspect the FCC will maintain their hard nosed (and IMO appropriate) stance.

Steve





To: Tim McCormick who wrote (2539)1/27/1998 11:34:00 AM
From: Scrapps  Read Replies (2) | Respond to of 9236
 
At the beginning of the Paradyne/USW/MVL article it was interesting to see Telechoice say this

"TeleChoice as a consulting firm in this area is committed to staying on the forefront of this activity."

Then at the end say this

"It will be interesting to see if this really takes off."

Being at the forefront and having a wait and see attitude are not complimentary in my view.


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