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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: Anthony Wong who wrote (3040)	7/27/1998 7:54:00 AM
From: JM	Read Replies (2) \| Respond to of 11568

With the T/TCI/BT and now GTE and Bell Atlantic it appears that WCOM has awakened the sleeping giants. Any thoughts to competitive pressures that will be placed on WCOM by these alliances/mergers? Hope the "100 day plan" has some punch!!

To: Anthony Wong who wrote (3040)	7/27/1998 12:33:00 PM
From: limtex	Read Replies (1) \| Respond to of 11568

AW - I haven't read all the details but it looks to me as if AT& T have effectively bought BT. It surprises me a little because I thought the BT egos wouldn't allow it but I guess that the institutions and the board warned them not to screw it up again or else. Not that it matters because WCOM is still a lot more dynamic and the coporate cultures of AT&T and BT are bound to be more conservative (other than Mr Armstrong) and in this environment for the Teleocm industry more conservative just means you will lose.. plain and simple. L