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Technology Stocks : COM21 (CMTO) -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (133)	1/7/1999 3:30:00 PM
From: Charlie Smith	Read Replies (1) \| Respond to of 2347

Frank: How do you see this possibly backfiring on T and other voice providers, since it creates an environment that takes voice outside the grasp of a single provider's control at some point? You've got to know that this is being discussed behind the closed doors. Mike Armstrong goes to sleep every single night worrying about this. He can't get through 5 minutes of a conference call without mentioning a "facilities based (i.e. AT&T owned) IP network." I have a hell of a lot of confidence he'll solve it for his shareholders. Charlie

To: Frank A. Coluccio who wrote (133)	1/7/1999 5:41:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 2347

How do you see this possibly backfiring on T and other voice providers, since it creates an environment that takes voice outside the grasp of a single provider's control at some point? You've got to know that this is being discussed behind the closed doors. I agree with Charlie that AT&T will find a way to participate. Remember, too, that just because Cisco's made a big PR splash doesn't mean they have solutions ready to ship. With telcos, it's different. If they advertise a service, they have to deliver. Pat