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

To: Frank A. Coluccio who wrote (2686)	1/3/1999 3:44:00 PM
From: david james	Respond to of 12823

Given the following announcements, there will be a lot of cash flowing towards last mile providers. I know IFCI installs last mile for US West: kleven.ifci.net And ANTC provides fiber products for T. Anyone here have a good list of who is likely to profit from these major upgrades? US West announced they are upgrading their wire and wireless to the tune of $3 billion. biz.yahoo.com DENVER, Dec 31 (Reuters) - U S West, the regional telephone service provider, said Thursday its New Year's resolutions include investing $3 billion in wireless and wireline data services and accelerating technology upgrades. The Baby Bell plans to upgrade fiber networks across its 14 state region in order to speed up its ability to offer high-speed data services to customers. ___________________________________________________ The upcoming AT&T announcement may be bigger. Should be good for the whole sector - especially the undervalued ones now that tax selling is over. news.com AT&T-Time Warner Pact to Be Announced Next Month, Analyst Says Bloomberg News December 31, 1998, 11:05 a.m. PT AT&T-Time Warner Pact to Be Announced Next Month, Analyst Says New York, Dec. 31 (Bloomberg) -- AT&T Corp. and Time Warner Inc. will announce in the middle of January an alliance for AT&T to upgrade and use the No. 1 media company's cable-TV systems to offer high-speed data and phone services, an analyst said. Eric Paulak, an analyst at Gartner Group, said AT&T would pay most of the costs associated with upgrading the Time Warner cable systems. About nine months ago, AT&T said it was in talks with cable companies about forming such alliances. AT&T has said it will spend billions of dollars to upgrade Tele-Communications Inc.'s systems after AT&T completes its $53 billion purchase of the No. 2 U.S. cable-TV company. AT&T wants to form more cable alliances to reach even more U.S. homes and provide customers with everything from cable-TV and local phone service to wireless and Internet access. ''AT&T, with this partnership, is going to be the dominant player delivering Internet access and other telephony services,'' Paulak said. Still, Paulak said AT&T should wait until the Federal Communications Commission gives them the go-ahead for the TCI purchase before announcing another cable alliance. That's because the FCC may take a closer look at the AT&T-TCI transaction if it believes that AT&T will have too much power by aligning with the cable firms. ''AT&T has to dance a very fine line here,'' Paulak said. If AT&T teams up with other, it will be ''concentrating a lot of power in one company's hands.'' With Time Warner and TCI, AT&T would be able to reach about 22.6 million cable-TV customers, or about 34 percent of the U.S. total. Yesterday, AT&T's purchase of Tele-Communications Inc. won approval from the U.S. Justice Department after the companies agreed to sell TCI's stake in Sprint PCS, a wireless telephone joint venture. USA Today reported today that the AT&T-Time Warner alliance could be announced in the middle of January. AT&T and Time Warner declined to comment.