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To: Frank A. Coluccio who wrote (127)	12/28/1998 11:36:00 AM
From: Mazman	Read Replies (1) \| Respond to of 15615

Frank, Thanks for the thoughtful analysis. I have been reading your contributions to this and other telecom threads and know you are far more expert than I on these matters. Perhaps I should state my thinking this way. Though WCOM and WCII may not be, in themselves, 'fundamental enablers', I believe that what they own or control (right of ways, backbones, frequencies) will be an essential part of any end-to-end bandwidth solution that is likely to emerge in the coming years. regards, mazman

To: Frank A. Coluccio who wrote (127)	12/29/1998 1:08:00 PM
From: Kevin G. O'Neill	Read Replies (1) \| Respond to of 15615

>>If your goal is to capitalize on those who will make b-w more abundant from the creation standpoint, then I would go after the root... i.e., those cos whose business it is to drive the next several powers of ten into those backbones which are owned by your picks. Like MFNX, QWST, IIXC, CIEN, Pirelli, NT, LU (although the last two are not pure plays in this field, granted) some of the Terabit routers, emerging optical routing cos, etc. These will be the companies that your picks are currently, and will continue, buying from in the future in order to shore up their b-w deficits.<< I should think Level 3 would be a good candidate to add to this list.