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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Doughboy who wrote (2171)	10/16/1998 3:12:00 PM
From: MikeM54321	Respond to of 12823

"When the ILECs themselves get approval to do long distance (which your question assumes), then Qwest is a less valuable asset to the ILECs. Whatever value Qwest and Sprint have to the ILECs is their marketing muscle, not their facilities. I don't think the cost of interexchange facilities are that great for the ILECs. In fact, many regulators suspect that they have already built huge excess capacity precisely because they were getting ready to hit the ground running on long distance." DougHboy, Thanks for your comments to my posts. I appreciate them. I may be misunderstanding your clip above. Can you explain your statements a little more. Why again, if the Telecom Act is re-written, is Qwest not going to be as valuable? Oh..I see. You believe the ILECs were trying to use a backdoor plan to bypass the current restrictions. So they pay Qwest more than normal to do this tag-team approach to get around the ruling. Your comment makes sense to me now. What does the "interexchange facilities" have to do with a nationwide backbone? The ILECs will HAVE to team up or lease lines from someone to do long distance won't they? And why would they need the marketing of the likes of Qwest? After all, on the customers monthly bill, it's not going to say, "backbone supported by Qwest" or anything like that. For example, right now, I choose to use AT&T for my long distance service. GTE is my ILEC(or whatever GTE is, I keep forgetting?). But anyway, I know AT&T gives up a HUGE chunk of their total revenues to ILEC's be able to connect me long distance. But nowhere on AT&T's invoice is the mention of GTE. Nowhere in AT&T's ads for long distance service is the mention of anyone but AT&T. So I'm a little confused about your theory concerning marketing muscle. Thanks, MikeM(From Florida) PS Sorry to hear about your CIEN investment. I can't imagine how frustrated you must be. I purchased some CIEN after it had already taken a 70% haircut and I thought for sure there wouldn't be much, if any more, downside risk. Well even after I purchased a relatively small position, my investment took a 50% haircut. Talk about trying to catch a falling knife.