Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: John F. Dowd who wrote (14418)	3/16/1998 12:15:00 AM
From: Mang Cheng	Read Replies (5) \| Respond to of 45548

Dear John, interesting article. The US telecom industry is still too highly regulated. There are no local competitions to speak of. The long-distance industry is basically a oligopoly where new entrance is almost impossible. Under such environment, there is no need for the phone companies be it long-distance or local to improve and innovate. A highly de-regulated telecom industry will benefit coms but we are not there yet. Telecom industry in Canada on the other hand is much more de-regulated. Long distance is wide open and AT&T, Sprint, MCI, Fonorola etc. had entered the market. The Canadian government is dumb enough to give protection to new entrances like T as if these big US giants need the protections !? (All the Canadian phone companies add up together will only be about 1/5 the size of T ($50 billion)) Local competition was also opened up since last year or so. Metro-net is the biggest local-com player right now. You asked about Clearnet and Nextel in Canada last time. Clearnet is very agressively competing in the Canadian market and is by-far the most successful PCS player. I havn't got time to get a full picture yet. Regards Mang